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
851
$1.39M 0.01%
40,950
+1,989
852
$1.39M 0.01%
82,212
-1,466
853
$1.39M 0.01%
38,933
+19,257
854
$1.38M 0.01%
33,679
+16,230
855
$1.38M 0.01%
34,547
-2,035
856
$1.38M 0.01%
96,889
+16,701
857
$1.38M 0.01%
39,114
+3,536
858
$1.36M 0.01%
18,422
-1,099
859
$1.36M 0.01%
26,298
+707
860
$1.34M 0.01%
22,304
+1,616
861
$1.34M 0.01%
29,240
+1,609
862
$1.34M 0.01%
31,345
+3,918
863
$1.34M 0.01%
92,203
+26,084
864
$1.34M 0.01%
32,850
+557
865
$1.33M 0.01%
41,734
+3,164
866
$1.33M 0.01%
27,501
+4,130
867
$1.33M 0.01%
290
+135
868
$1.33M 0.01%
36,944
+26,534
869
$1.32M 0.01%
267,760
-17,423
870
$1.32M 0.01%
27,154
+1,439
871
$1.31M 0.01%
111,620
-35
872
$1.31M 0.01%
37,094
+97
873
$1.31M 0.01%
34,955
+9,132
874
$1.31M 0.01%
60,538
-27,974
875
$1.3M 0.01%
46,644
+8,901
33 34
35
36 37