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
2151
$208K ﹤0.01%
8,873
-210
2152
$208K ﹤0.01%
6,793
-62
2153
$208K ﹤0.01%
31,559
+1,820
2154
$207K ﹤0.01%
8,452
-3,053
2155
$207K ﹤0.01%
15,477
+4,235
2156
$207K ﹤0.01%
21,707
+2,354
2157
$207K ﹤0.01%
12,637
+2,152
2158
$206K ﹤0.01%
14,849
+1,794
2159
$205K ﹤0.01%
+20,766
2160
$205K ﹤0.01%
+12,379
2161
$205K ﹤0.01%
15,998
+729
2162
$205K ﹤0.01%
3,069
-810
2163
$204K ﹤0.01%
13,683
-1,810
2164
$204K ﹤0.01%
3,098
-647
2165
$203K ﹤0.01%
+4,210
2166
$201K ﹤0.01%
+3,462
2167
$200K ﹤0.01%
15,140
+1,019
2168
$195K ﹤0.01%
12,173
-262
2169
$194K ﹤0.01%
18,138
+354
2170
$193K ﹤0.01%
16,052
-3,218
2171
$191K ﹤0.01%
11,430
-1,116
2172
$189K ﹤0.01%
25,031
+13,020
2173
$188K ﹤0.01%
10,586
-2,347
2174
$187K ﹤0.01%
20,652
+984
2175
$182K ﹤0.01%
6,819
+141
85 86
87
88 89