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
751
$1.86M 0.02%
30,199
+598
752
$1.85M 0.02%
55,796
+1,860
753
$1.84M 0.02%
94,634
+16,405
754
$1.83M 0.02%
29,495
+909
755
$1.82M 0.02%
156,420
+10,553
756
$1.82M 0.02%
247,720
+127,723
757
$1.81M 0.02%
62,599
-6,320
758
$1.81M 0.02%
30,557
+1,250
759
$1.81M 0.02%
265,153
-40,088
760
$1.8M 0.02%
348,408
+153,059
761
$1.8M 0.02%
125,780
+12,511
762
$1.8M 0.02%
122,190
+33,184
763
$1.8M 0.02%
24,607
+11,271
764
$1.8M 0.02%
52,145
+2,809
765
$1.79M 0.02%
41,461
+1,531
766
$1.78M 0.02%
69,250
+7,110
767
$1.78M 0.02%
45,505
+6,816
768
$1.78M 0.02%
96,389
+37,300
769
$1.78M 0.02%
54,006
+16,464
770
$1.77M 0.02%
69,299
+33,919
771
$1.77M 0.02%
110,029
-20,613
772
$1.74M 0.02%
44,104
-5,297
773
$1.74M 0.02%
23,732
-8,974
774
$1.73M 0.02%
35,892
-11,240
775
$1.73M 0.02%
449,748
+25,566
29 30
31
32 33