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
376
$5.99M 0.06%
149,387
-8,665
377
$5.97M 0.06%
269,643
+10,513
378
$5.96M 0.06%
129,583
+40,544
379
$5.95M 0.06%
119,733
+42,410
380
$5.94M 0.06%
+188,559
381
$5.9M 0.06%
64,200
+14,030
382
$5.85M 0.06%
178,103
-117,801
383
$5.82M 0.06%
119,992
+10,085
384
$5.8M 0.06%
183,899
+27,878
385
$5.79M 0.06%
96,537
+4,998
386
$5.79M 0.06%
80,674
+1,025
387
$5.73M 0.06%
177,605
+56,666
388
$5.7M 0.06%
36,387
+1,623
389
$5.7M 0.06%
77,994
+4,057
390
$5.68M 0.06%
123,076
+4,620
391
$5.59M 0.06%
439,000
+57,992
392
$5.59M 0.06%
72,129
-75,121
393
$5.57M 0.06%
189,805
+58,952
394
$5.56M 0.06%
31,824
+3,051
395
$5.56M 0.06%
285,538
+117,816
396
$5.55M 0.06%
81,855
+11,388
397
$5.55M 0.06%
643,849
+69,312
398
$5.51M 0.06%
356,007
+24,738
399
$5.5M 0.06%
72,312
+12,152
400
$5.5M 0.06%
28,995
+8,948
14 15
16
17 18