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
726
$2M 0.02%
17,610
+2,208
727
$1.99M 0.02%
64,509
+16,720
728
$1.98M 0.02%
6,969
-228
729
$1.97M 0.02%
15,814
+5,331
730
$1.97M 0.02%
28,543
+18,087
731
$1.96M 0.02%
124,649
+108,147
732
$1.96M 0.02%
32,081
+4,305
733
$1.96M 0.02%
4,183
+285
734
$1.96M 0.02%
16,551
+1,195
735
$1.95M 0.02%
25,264
-2,959
736
$1.95M 0.02%
39,573
+16,976
737
$1.94M 0.02%
130,615
+43,291
738
$1.94M 0.02%
51,665
+9,081
739
$1.94M 0.02%
37,831
+2,884
740
$1.93M 0.02%
33,438
+2,239
741
$1.92M 0.02%
127,374
+108,436
742
$1.91M 0.02%
40,958
+1,502
743
$1.91M 0.02%
437,937
-316,195
744
$1.89M 0.02%
88,096
+6,244
745
$1.88M 0.02%
72,806
+6,735
746
$1.88M 0.02%
62,925
+1,847
747
$1.87M 0.02%
59,239
+2,433
748
$1.86M 0.02%
8,622
-30
749
$1.86M 0.02%
26,709
-21,203
750
$1.86M 0.02%
57,334
+13,089
28 29
30
31 32