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
801
$1.61M 0.02%
66,474
+11,352
802
$1.61M 0.02%
124,727
-26,783
803
$1.6M 0.02%
9,799
+1,244
804
$1.59M 0.02%
31,830
+7,634
805
$1.59M 0.02%
363,589
-297,426
806
$1.59M 0.02%
35,050
+13,721
807
$1.58M 0.02%
22,197
+1,741
808
$1.57M 0.02%
17,796
+1,914
809
$1.57M 0.02%
54,283
+34,196
810
$1.56M 0.02%
124,003
-3,727
811
$1.56M 0.02%
53,474
-2,962
812
$1.56M 0.02%
118,837
+22,700
813
$1.55M 0.02%
109,528
+299
814
$1.55M 0.02%
57,313
+8,819
815
$1.54M 0.02%
41,031
+10,819
816
$1.54M 0.02%
45,646
-88
817
$1.54M 0.02%
37,030
-30
818
$1.54M 0.02%
48,371
+4,832
819
$1.54M 0.02%
18,150
+203
820
$1.52M 0.02%
35,271
+8,509
821
$1.52M 0.02%
56,607
+24,236
822
$1.52M 0.02%
31,917
+1,022
823
$1.52M 0.02%
119,739
+28,406
824
$1.51M 0.02%
111,727
+48,063
825
$1.51M 0.02%
231,404
+10,712
31 32
33
34 35