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
401
$5.48M 0.06%
319,149
+49,968
402
$5.4M 0.06%
29,719
+3,395
403
$5.4M 0.05%
159,080
+55,377
404
$5.35M 0.05%
79,044
+11,587
405
$5.33M 0.05%
60,605
-9,140
406
$5.3M 0.05%
104,596
+11,272
407
$5.3M 0.05%
77,498
+17,775
408
$5.29M 0.05%
66,968
+29,678
409
$5.28M 0.05%
83,719
+3,850
410
$5.25M 0.05%
192,189
-13,488
411
$5.25M 0.05%
131,475
-42,948
412
$5.24M 0.05%
63,168
+9,860
413
$5.21M 0.05%
331,822
-19,038
414
$5.18M 0.05%
206,100
+58,559
415
$5.17M 0.05%
42,523
+5,902
416
$5.15M 0.05%
520,611
-61,476
417
$5.15M 0.05%
100,773
+14,850
418
$5.12M 0.05%
188,121
+71,978
419
$5.08M 0.05%
100,031
-13,072
420
$5.08M 0.05%
306,630
+71,535
421
$5.06M 0.05%
161,884
+1,271
422
$5.04M 0.05%
90,937
-33,522
423
$5.04M 0.05%
559,097
+13,614
424
$5.04M 0.05%
139,336
+18,771
425
$5.04M 0.05%
122,301
+14,611
15 16
17
18 19