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
2101
$238K ﹤0.01%
6,257
-13,460
2102
$237K ﹤0.01%
5,652
-192
2103
$237K ﹤0.01%
9,358
-4,124
2104
$237K ﹤0.01%
+12,160
2105
$237K ﹤0.01%
+11,595
2106
$236K ﹤0.01%
+5,671
2107
$236K ﹤0.01%
3,840
-1,271
2108
$235K ﹤0.01%
12,894
-208
2109
$234K ﹤0.01%
7,278
-2,643
2110
$234K ﹤0.01%
23,531
-6,168
2111
$234K ﹤0.01%
10,098
+61
2112
$233K ﹤0.01%
8,353
-4,616
2113
$233K ﹤0.01%
52,441
+814
2114
$233K ﹤0.01%
4,355
-596
2115
$233K ﹤0.01%
+8,562
2116
$233K ﹤0.01%
+7,144
2117
$232K ﹤0.01%
11,678
-2,499
2118
$232K ﹤0.01%
12,665
-4,680
2119
$231K ﹤0.01%
16,701
+500
2120
$230K ﹤0.01%
+7,700
2121
$230K ﹤0.01%
14,243
+1,806
2122
$229K ﹤0.01%
8,688
+110
2123
$228K ﹤0.01%
24,828
+13,867
2124
$228K ﹤0.01%
+7,740
2125
$227K ﹤0.01%
39,390
-6,245
83 84
85
86 87