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
51
$35.4M 0.36%
595,716
+126,915
52
$35.3M 0.36%
391,531
+52,529
53
$35.2M 0.36%
740,946
+88,514
54
$34.6M 0.35%
584,199
+32,774
55
$34.4M 0.35%
623,442
+3,110
56
$33.6M 0.34%
1,055,921
+114,497
57
$33.4M 0.34%
586,897
+50,553
58
$33.3M 0.34%
308,213
+27,561
59
$33.2M 0.34%
810,561
+49,385
60
$33M 0.34%
415,825
+26,029
61
$32.4M 0.33%
329,427
+30,894
62
$32.3M 0.33%
1,914,897
+71,672
63
$31.9M 0.32%
308,452
+36,804
64
$31.8M 0.32%
242,516
+33,078
65
$31.4M 0.32%
217,512
+22,628
66
$31.4M 0.32%
354,699
+38,960
67
$31.1M 0.32%
571,902
+45,290
68
$30.5M 0.31%
773,496
+17,999
69
$29.4M 0.3%
689,570
-72,971
70
$28.6M 0.29%
316,732
+32,518
71
$28.6M 0.29%
286,956
+55,447
72
$28.1M 0.29%
135,511
+30,977
73
$27.9M 0.28%
404,846
+47,933
74
$27.8M 0.28%
102,300
+12,622
75
$27.7M 0.28%
159,436
+12,773
1 2
3
4 5