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
476
$4.26M 0.04%
15,575
+1,710
477
$4.25M 0.04%
332,843
+2,835
478
$4.24M 0.04%
24,782
-3,146
479
$4.22M 0.04%
286,531
+250,329
480
$4.2M 0.04%
76,407
+17,941
481
$4.17M 0.04%
39,839
-2,018
482
$4.16M 0.04%
125,475
+80,539
483
$4.16M 0.04%
87,040
+1,453
484
$4.13M 0.04%
73,725
+13,895
485
$4.13M 0.04%
57,267
+22,115
486
$4.11M 0.04%
244,369
+145,326
487
$4.1M 0.04%
116,197
+7,167
488
$4.06M 0.04%
158,237
+40,600
489
$4.04M 0.04%
2,491,710
+21,995
490
$4.04M 0.04%
165,204
+14,035
491
$4.02M 0.04%
264,298
+113,458
492
$4.01M 0.04%
123,686
+14,504
493
$4M 0.04%
100,739
+8,566
494
$4M 0.04%
116,402
+5,821
495
$3.99M 0.04%
487,344
+179,487
496
$3.98M 0.04%
262,492
+54,592
497
$3.96M 0.04%
80,706
+72,107
498
$3.94M 0.04%
122,708
+9,120
499
$3.92M 0.04%
105,738
-51,148
500
$3.92M 0.04%
163,112
+23,155
18 19
20
21 22