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
776
$1.73M 0.02%
473,110
-7,511
777
$1.72M 0.02%
27,281
+5,772
778
$1.72M 0.02%
44,940
+18,146
779
$1.71M 0.02%
82,699
+4,737
780
$1.7M 0.02%
42,468
+4,436
781
$1.7M 0.02%
34,513
+4,487
782
$1.69M 0.02%
113,197
+94,306
783
$1.69M 0.02%
36,933
-24,939
784
$1.69M 0.02%
401,195
-59,693
785
$1.68M 0.02%
118,353
+97,154
786
$1.66M 0.02%
81,069
+21,329
787
$1.66M 0.02%
112,266
+27,696
788
$1.66M 0.02%
125,546
+1,441
789
$1.65M 0.02%
49,409
+20,273
790
$1.64M 0.02%
39,804
-2,262
791
$1.64M 0.02%
40,777
-76,823
792
$1.64M 0.02%
19,444
+239
793
$1.63M 0.02%
27,168
+9,290
794
$1.63M 0.02%
4,354
+424
795
$1.63M 0.02%
193,513
+116,339
796
$1.63M 0.02%
78,543
+29,844
797
$1.62M 0.02%
143,946
+32,243
798
$1.62M 0.02%
47,235
+921
799
$1.61M 0.02%
26,415
+3,624
800
$1.61M 0.02%
77,647
-3,358
30 31
32
33 34