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
251
$9.42M 0.1%
20,252
+2,710
252
$9.41M 0.1%
352,263
+134,411
253
$9.39M 0.1%
1,047,462
-130,725
254
$9.38M 0.1%
1,375,408
-80,382
255
$9.36M 0.1%
122,554
+16,300
256
$9.35M 0.1%
311,410
+50,595
257
$9.31M 0.09%
387,591
+53,329
258
$9.3M 0.09%
350,446
+33,179
259
$9.23M 0.09%
236,650
-8,720
260
$9.22M 0.09%
104,107
+916
261
$9.13M 0.09%
84,090
+5,672
262
$9.12M 0.09%
196,770
+1,973
263
$9.11M 0.09%
1,449,349
-227,649
264
$9.11M 0.09%
103,835
-641
265
$9.07M 0.09%
176,372
+34,850
266
$9.06M 0.09%
174,366
+14,240
267
$9.06M 0.09%
173,447
+11,103
268
$8.99M 0.09%
286,613
-34,478
269
$8.96M 0.09%
210,018
+160,064
270
$8.86M 0.09%
301,495
-99,003
271
$8.85M 0.09%
250,235
-38,378
272
$8.83M 0.09%
111,343
-381
273
$8.8M 0.09%
231,269
+27,597
274
$8.75M 0.09%
55,976
+3,576
275
$8.74M 0.09%
363,303
+66,184
9 10
11
12 13