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
2126
$227K ﹤0.01%
29,975
-15,699
2127
$224K ﹤0.01%
11,567
-10,327
2128
$224K ﹤0.01%
6,331
2129
$223K ﹤0.01%
1,045
-297
2130
$222K ﹤0.01%
12,342
+177
2131
$222K ﹤0.01%
38,353
-63,544
2132
$222K ﹤0.01%
5,912
+502
2133
$221K ﹤0.01%
+6,991
2134
$219K ﹤0.01%
3,407
+118
2135
$219K ﹤0.01%
15,356
-14,602
2136
$219K ﹤0.01%
5,350
+145
2137
$219K ﹤0.01%
5,937
-523
2138
$218K ﹤0.01%
+1,707
2139
$216K ﹤0.01%
14,470
-750
2140
$216K ﹤0.01%
2,552
-801
2141
$214K ﹤0.01%
28,220
+6,868
2142
$214K ﹤0.01%
13,988
-7,420
2143
$214K ﹤0.01%
4,623
-126
2144
$212K ﹤0.01%
4,093
-320
2145
$211K ﹤0.01%
+10,044
2146
$211K ﹤0.01%
9,247
-3,011
2147
$210K ﹤0.01%
+10,080
2148
$210K ﹤0.01%
+3,569
2149
$209K ﹤0.01%
16,576
+2,651
2150
$209K ﹤0.01%
1,355
+136
84 85
86
87 88