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
826
$1.5M 0.02%
13,176
+362
827
$1.5M 0.02%
29,577
+10,080
828
$1.48M 0.02%
27,145
+1,238
829
$1.48M 0.02%
93,684
-5,932
830
$1.48M 0.02%
69,748
+32,966
831
$1.48M 0.02%
22,599
+96
832
$1.48M 0.02%
50,930
+2,176
833
$1.46M 0.01%
120,559
-8,905
834
$1.46M 0.01%
39,493
-380
835
$1.46M 0.01%
13,909
+2,363
836
$1.46M 0.01%
13,693
-3,115
837
$1.45M 0.01%
33,063
+5,659
838
$1.45M 0.01%
66,296
-13,305
839
$1.45M 0.01%
79,876
-19,100
840
$1.45M 0.01%
445,600
+156,461
841
$1.45M 0.01%
21,541
+1,831
842
$1.44M 0.01%
165,831
-58,613
843
$1.44M 0.01%
25,399
+2,073
844
$1.44M 0.01%
10,441
+3,214
845
$1.44M 0.01%
32,002
+627
846
$1.43M 0.01%
8,944
+1,936
847
$1.41M 0.01%
90,799
+46,813
848
$1.41M 0.01%
136,480
+9,876
849
$1.4M 0.01%
63,960
-84,090
850
$1.4M 0.01%
103,175
+33,973
32 33
34
35 36