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
2176
$179K ﹤0.01%
+10,173
2177
$178K ﹤0.01%
12,729
-3,128
2178
$178K ﹤0.01%
+11,364
2179
$178K ﹤0.01%
110,114
-42,759
2180
$177K ﹤0.01%
+11,178
2181
$177K ﹤0.01%
49,737
-383
2182
$177K ﹤0.01%
19,702
-2,474
2183
$175K ﹤0.01%
74,753
-43,791
2184
$174K ﹤0.01%
20,255
-2,478
2185
$174K ﹤0.01%
+11,990
2186
$169K ﹤0.01%
+19,929
2187
$167K ﹤0.01%
+12,954
2188
$165K ﹤0.01%
49,646
-4,520
2189
$163K ﹤0.01%
12,227
+2,003
2190
$161K ﹤0.01%
+9,025
2191
$159K ﹤0.01%
13,291
-10,752
2192
$158K ﹤0.01%
+10,740
2193
$157K ﹤0.01%
+15,580
2194
$156K ﹤0.01%
+11,121
2195
$155K ﹤0.01%
10,054
-387
2196
$154K ﹤0.01%
12,794
-342
2197
$151K ﹤0.01%
5,649
-760
2198
$150K ﹤0.01%
19,574
+4,623
2199
$150K ﹤0.01%
14,379
-652
2200
$147K ﹤0.01%
22,454
-11,980
86 87
88
89 90