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
326
$7.03M 0.07%
103,091
+4,404
327
$7.01M 0.07%
81,061
+4,774
328
$7.01M 0.07%
124,199
+2,507
329
$6.98M 0.07%
92,904
+11,275
330
$6.93M 0.07%
1,022,721
+233,639
331
$6.9M 0.07%
146,770
+11,235
332
$6.85M 0.07%
149,982
+2,115
333
$6.84M 0.07%
86,574
+7,164
334
$6.83M 0.07%
148,012
-586
335
$6.83M 0.07%
100,167
+5,950
336
$6.79M 0.07%
129,935
+20,936
337
$6.78M 0.07%
258,030
+39,695
338
$6.76M 0.07%
142,857
+13,120
339
$6.76M 0.07%
97,256
-11,560
340
$6.72M 0.07%
514,290
+16,423
341
$6.72M 0.07%
180,322
+42,677
342
$6.71M 0.07%
345,653
+162,579
343
$6.7M 0.07%
233,200
+22,805
344
$6.69M 0.07%
353,850
+13,181
345
$6.66M 0.07%
89,231
+107
346
$6.64M 0.07%
190,962
-14,618
347
$6.64M 0.07%
250,765
+42,349
348
$6.63M 0.07%
189,286
+85,116
349
$6.61M 0.07%
85,428
+11,486
350
$6.55M 0.07%
81,166
+3,522
12 13
14
15 16