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
876
$1.3M 0.01%
12,659
+2,385
877
$1.3M 0.01%
18,116
+459
878
$1.3M 0.01%
17,521
+1,461
879
$1.3M 0.01%
63,623
+13,725
880
$1.29M 0.01%
75,082
+15,119
881
$1.28M 0.01%
20,456
+1,373
882
$1.28M 0.01%
33,117
-1,998
883
$1.28M 0.01%
13,746
+2,538
884
$1.27M 0.01%
22,667
+11,008
885
$1.27M 0.01%
39,004
+3,274
886
$1.27M 0.01%
16,451
+2,070
887
$1.26M 0.01%
31,072
-856
888
$1.26M 0.01%
43,595
+8,831
889
$1.26M 0.01%
34,593
-2,688
890
$1.26M 0.01%
43,448
-32,460
891
$1.25M 0.01%
13,995
+1,328
892
$1.25M 0.01%
27,160
+3,159
893
$1.24M 0.01%
14,216
+1,365
894
$1.24M 0.01%
25,283
+3,646
895
$1.24M 0.01%
22,906
-497
896
$1.24M 0.01%
42,095
+197
897
$1.24M 0.01%
14,196
-1,596
898
$1.24M 0.01%
17,876
-1,742
899
$1.23M 0.01%
15,030
-89
900
$1.23M 0.01%
35,360
+6,318
34 35
36
37 38