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
2201
$147K ﹤0.01%
14,431
-166
2202
$143K ﹤0.01%
15,763
-19,148
2203
$143K ﹤0.01%
10,093
-1,551
2204
$142K ﹤0.01%
+10,816
2205
$140K ﹤0.01%
24,559
-963
2206
$138K ﹤0.01%
13,370
+2,062
2207
$136K ﹤0.01%
12,694
-269
2208
$133K ﹤0.01%
+11,697
2209
$132K ﹤0.01%
+16,293
2210
$132K ﹤0.01%
10,989
-4,857
2211
$125K ﹤0.01%
506
-283
2212
$124K ﹤0.01%
1,446
-112
2213
$124K ﹤0.01%
+13,500
2214
$121K ﹤0.01%
+3,207
2215
$120K ﹤0.01%
24,434
2216
$114K ﹤0.01%
16,215
-2,459
2217
$111K ﹤0.01%
+14,401
2218
$111K ﹤0.01%
355
-455
2219
$111K ﹤0.01%
15,994
+1,568
2220
$108K ﹤0.01%
13,524
+596
2221
$108K ﹤0.01%
11,846
-1,181
2222
$107K ﹤0.01%
45,143
+33,868
2223
$106K ﹤0.01%
348
-6
2224
$105K ﹤0.01%
67,277
-27,117
2225
$101K ﹤0.01%
1,516
-232
87 88
89
90 91