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
426
$5.03M 0.05%
29,408
+1,966
427
$5.02M 0.05%
42,419
+669
428
$5M 0.05%
+107,805
429
$4.96M 0.05%
265,517
+181,423
430
$4.96M 0.05%
94,876
+17,812
431
$4.96M 0.05%
396,840
+93,860
432
$4.91M 0.05%
147,270
+29,260
433
$4.88M 0.05%
50,235
+15,106
434
$4.81M 0.05%
35,219
-49
435
$4.81M 0.05%
25,275
+9,570
436
$4.8M 0.05%
368,745
+12,100
437
$4.79M 0.05%
168,142
+22,823
438
$4.73M 0.05%
22,877
-3,128
439
$4.73M 0.05%
115,399
-8,890
440
$4.73M 0.05%
93,373
+13,024
441
$4.71M 0.05%
181,365
+20,134
442
$4.67M 0.05%
57,091
+1,369
443
$4.66M 0.05%
107,679
-18,500
444
$4.65M 0.05%
128,067
+3,550
445
$4.64M 0.05%
69,650
+4,789
446
$4.63M 0.05%
148,946
-5,986
447
$4.63M 0.05%
101,025
+44,970
448
$4.61M 0.05%
291,696
-42,931
449
$4.61M 0.05%
688,017
+31,733
450
$4.59M 0.05%
51,391
+12,677
16 17
18
19 20