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
276
$8.74M 0.09%
202,543
+57,433
277
$8.69M 0.09%
113,132
+11,394
278
$8.67M 0.09%
1,490,160
+85,633
279
$8.65M 0.09%
182,358
+33,405
280
$8.65M 0.09%
178,816
+16,356
281
$8.49M 0.09%
306,764
-4,143
282
$8.46M 0.09%
114,398
-15,186
283
$8.46M 0.09%
229,521
+8,953
284
$8.45M 0.09%
164,723
-17,312
285
$8.44M 0.09%
148,079
+14,605
286
$8.43M 0.09%
138,192
+17,774
287
$8.41M 0.09%
174,046
+21,827
288
$8.39M 0.09%
175,028
+160,681
289
$8.38M 0.09%
610,629
+239,052
290
$8.35M 0.08%
126,644
+11,815
291
$8.31M 0.08%
245,843
-92,762
292
$8.18M 0.08%
630,210
+32,095
293
$8.1M 0.08%
70,123
+10,982
294
$8.09M 0.08%
88,707
+15,690
295
$8.06M 0.08%
134,585
+28,194
296
$8.05M 0.08%
470,417
+93,616
297
$8.05M 0.08%
117,663
+41,887
298
$8.03M 0.08%
345,747
+141,756
299
$8M 0.08%
82,020
+67,444
300
$7.88M 0.08%
122,641
+4,649
10 11
12
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