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
351
$6.5M 0.07%
365,724
-3,747
352
$6.46M 0.07%
661,000
+158,592
353
$6.46M 0.07%
52,930
-718
354
$6.44M 0.07%
51,442
+6,362
355
$6.4M 0.07%
673,653
+172,620
356
$6.36M 0.06%
87,792
+14,668
357
$6.34M 0.06%
65,369
+5,521
358
$6.33M 0.06%
363,691
+70,985
359
$6.33M 0.06%
105,433
+29,398
360
$6.31M 0.06%
100,068
+20,404
361
$6.24M 0.06%
135,670
+10,315
362
$6.22M 0.06%
63,347
+2,056
363
$6.2M 0.06%
175,167
+22,130
364
$6.17M 0.06%
172,377
-2,594
365
$6.14M 0.06%
165,512
-50,693
366
$6.13M 0.06%
28,518
+1,420
367
$6.13M 0.06%
32,890
+1,485
368
$6.12M 0.06%
99,832
+25,542
369
$6.11M 0.06%
236,731
+18,130
370
$6.09M 0.06%
422,900
+62,150
371
$6.05M 0.06%
52,991
-15,247
372
$6.04M 0.06%
1,462,447
+637,899
373
$6.04M 0.06%
96,729
+16,400
374
$6.04M 0.06%
72,875
-4,040
375
$6.03M 0.06%
154,076
+50,865
13 14
15
16 17