AG

Aperio Group Portfolio holdings

AUM $33.8B
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.9B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,330
New
Increased
Reduced
Closed

Top Buys

1
+$43M
2
+$42.3M
3
+$29.9M
4
AMZN icon
Amazon
AMZN
+$23.9M
5
CHL
China Mobile Limited
CHL
+$23.1M

Top Sells

1
+$48.9M
2
+$40.2M
3
+$28.1M
4
MMM icon
3M
MMM
+$25.8M
5
IBM icon
IBM
IBM
+$23M

Sector Composition

1 Technology 17.88%
2 Financials 17.23%
3 Healthcare 12.98%
4 Consumer Discretionary 10.12%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$252K ﹤0.01%
+16,385
2077
$251K ﹤0.01%
+3,876
2078
$251K ﹤0.01%
12,011
-19,948
2079
$247K ﹤0.01%
+6,867
2080
$247K ﹤0.01%
13,696
+1,461
2081
$246K ﹤0.01%
14,705
-12,528
2082
$246K ﹤0.01%
4,844
-1,605
2083
$246K ﹤0.01%
8,025
+19
2084
$245K ﹤0.01%
1,578
-3,533
2085
$244K ﹤0.01%
+7,086
2086
$243K ﹤0.01%
9,898
-2,126
2087
$243K ﹤0.01%
+9,224
2088
$242K ﹤0.01%
9,129
+2,751
2089
$241K ﹤0.01%
7,033
+197
2090
$241K ﹤0.01%
+10,499
2091
$241K ﹤0.01%
+11,035
2092
$240K ﹤0.01%
15,354
-396
2093
$240K ﹤0.01%
9,360
-291
2094
$239K ﹤0.01%
5,850
-342
2095
$239K ﹤0.01%
4,631
+452
2096
$239K ﹤0.01%
12,413
-115
2097
$239K ﹤0.01%
4,113
-840
2098
$238K ﹤0.01%
4,818
-768
2099
$238K ﹤0.01%
15,108
+109
2100
$238K ﹤0.01%
+12,073
82 83
84
85 86