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
501
$3.92M 0.04%
47,830
+1,269
502
$3.91M 0.04%
72,005
+8,956
503
$3.91M 0.04%
129,425
-2,783
504
$3.89M 0.04%
75,154
+68,158
505
$3.88M 0.04%
150,998
+34,850
506
$3.87M 0.04%
56,544
+26,429
507
$3.87M 0.04%
37,763
+16,784
508
$3.87M 0.04%
789,027
+322,938
509
$3.85M 0.04%
102,211
-1,798
510
$3.83M 0.04%
129,435
+72,716
511
$3.82M 0.04%
49,693
+7
512
$3.81M 0.04%
61,839
-15,750
513
$3.81M 0.04%
42,510
+3,365
514
$3.79M 0.04%
89,515
+14,907
515
$3.78M 0.04%
+59,796
516
$3.78M 0.04%
367,985
+104,148
517
$3.78M 0.04%
103,154
-7,215
518
$3.77M 0.04%
109,236
+48,536
519
$3.76M 0.04%
46,902
+1,710
520
$3.76M 0.04%
6,104,600
+805,000
521
$3.75M 0.04%
124,507
+45,767
522
$3.75M 0.04%
142,835
+33,417
523
$3.75M 0.04%
31,854
+3,052
524
$3.74M 0.04%
104,067
+34,541
525
$3.74M 0.04%
103,188
+40,914
19 20
21
22 23