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
301
$7.86M 0.08%
208,745
+83,125
302
$7.85M 0.08%
220,493
+18,506
303
$7.79M 0.08%
116,149
+15,801
304
$7.77M 0.08%
268,733
-26,212
305
$7.74M 0.08%
106,199
+17,403
306
$7.7M 0.08%
509,167
+34,092
307
$7.68M 0.08%
197,444
+33,055
308
$7.63M 0.08%
146,629
-8,753
309
$7.58M 0.08%
198,194
+6,731
310
$7.56M 0.08%
157,476
-1,932
311
$7.54M 0.08%
829,967
-189,951
312
$7.49M 0.08%
53,923
+11,329
313
$7.43M 0.08%
180,796
+33,704
314
$7.34M 0.07%
147,453
+33,193
315
$7.27M 0.07%
141,723
-9,905
316
$7.27M 0.07%
261,333
-3,376
317
$7.26M 0.07%
183,985
+61,466
318
$7.26M 0.07%
92,025
+3,412
319
$7.24M 0.07%
139,133
+7,415
320
$7.21M 0.07%
97,152
-1,110
321
$7.19M 0.07%
1,562,990
-11,940
322
$7.19M 0.07%
218,556
+47,405
323
$7.17M 0.07%
112,910
+67,963
324
$7.1M 0.07%
68,161
+8,207
325
$7.09M 0.07%
72,922
+7,576
11 12
13
14 15