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
2226
$100K ﹤0.01%
26,153
-1,681
2227
$99K ﹤0.01%
12,699
+333
2228
$99K ﹤0.01%
1,750
-130
2229
$97K ﹤0.01%
12,528
-1,680
2230
$89K ﹤0.01%
21,688
-5,082
2231
$88K ﹤0.01%
453
-121
2232
$87K ﹤0.01%
+13,185
2233
$85K ﹤0.01%
+10,127
2234
$85K ﹤0.01%
+3,545
2235
$82K ﹤0.01%
+14,705
2236
$80K ﹤0.01%
+10,746
2237
$75K ﹤0.01%
36,186
-9,651
2238
$75K ﹤0.01%
32,528
+4,667
2239
$73K ﹤0.01%
2,586
+1,573
2240
$72K ﹤0.01%
26,821
-2,850
2241
$72K ﹤0.01%
29,346
2242
$68K ﹤0.01%
+11,679
2243
$65K ﹤0.01%
+14,772
2244
$61K ﹤0.01%
+14,997
2245
$53K ﹤0.01%
1,135
+47
2246
$53K ﹤0.01%
10,447
-2,622
2247
$50K ﹤0.01%
14,504
-8,307
2248
$42K ﹤0.01%
+724
2249
$41K ﹤0.01%
15,360
+623
2250
$41K ﹤0.01%
18,798
88 89
90
91 92