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
$9.83B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,110
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$18.9M
3
+$17.1M
4
MSFT icon
Microsoft
MSFT
+$16.7M
5
UBS icon
UBS Group
UBS
+$16.2M

Top Sells

1
+$68M
2
+$22.2M
3
+$17.1M
4
KR icon
Kroger
KR
+$11M
5
EBAY icon
eBay
EBAY
+$10.5M

Sector Composition

1 Financials 17.62%
2 Healthcare 14.74%
3 Technology 14.27%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.5M 0.11%
685,876
+4,104
227
$10.5M 0.11%
228,766
+17,772
228
$10.2M 0.1%
398,369
-232,697
229
$10.2M 0.1%
231,805
-15,321
230
$10.2M 0.1%
922,000
-17,783
231
$10.1M 0.1%
75,738
+113
232
$10.1M 0.1%
787,495
+63,525
233
$10M 0.1%
453,339
+24,864
234
$10M 0.1%
91,870
+1,222
235
$9.91M 0.1%
55,384
+2,747
236
$9.9M 0.1%
97,553
+5,398
237
$9.87M 0.1%
569,342
+27,584
238
$9.86M 0.1%
1,968,103
-531,293
239
$9.86M 0.1%
111,037
-7,158
240
$9.83M 0.1%
2,648,594
+180,519
241
$9.79M 0.1%
105,542
+11,542
242
$9.78M 0.1%
233,008
+31,226
243
$9.77M 0.1%
225,494
+14,914
244
$9.72M 0.1%
172,496
+38,635
245
$9.66M 0.1%
205,536
+88,476
246
$9.62M 0.1%
303,898
-19,719
247
$9.58M 0.1%
185,181
+13,358
248
$9.54M 0.1%
157,989
+717
249
$9.5M 0.1%
166,042
+65,207
250
$9.49M 0.1%
113,809
+14,758
8 9
10
11 12