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
451
$4.57M 0.05%
278,556
+36,084
452
$4.56M 0.05%
148,827
+16,645
453
$4.55M 0.05%
233,401
+46,486
454
$4.55M 0.05%
48,794
+9,979
455
$4.54M 0.05%
141,468
-1,179
456
$4.53M 0.05%
113,689
+25,937
457
$4.5M 0.05%
145,219
+10,091
458
$4.48M 0.05%
304,881
+7,572
459
$4.46M 0.05%
240,533
-224,362
460
$4.46M 0.05%
306,162
-50,404
461
$4.46M 0.05%
64,545
+7,868
462
$4.43M 0.05%
95,835
+15,710
463
$4.38M 0.04%
87,545
+7,080
464
$4.38M 0.04%
79,582
+6,639
465
$4.38M 0.04%
87,395
+1,746
466
$4.37M 0.04%
122,674
-7,725
467
$4.36M 0.04%
28,628
+4,854
468
$4.36M 0.04%
20,522
+1,474
469
$4.33M 0.04%
65,086
-4,685
470
$4.33M 0.04%
29,373
+111
471
$4.31M 0.04%
123,061
-7,987
472
$4.3M 0.04%
178,428
+61,300
473
$4.3M 0.04%
170,399
+31,347
474
$4.29M 0.04%
131,898
+44,470
475
$4.29M 0.04%
104,065
+26,875
17 18
19
20 21