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
901
$1.23M 0.01%
47,138
-28,359
902
$1.23M 0.01%
61,890
+6,553
903
$1.23M 0.01%
58,114
+13,338
904
$1.22M 0.01%
98,894
-50,977
905
$1.22M 0.01%
166,024
+2,456
906
$1.21M 0.01%
20,700
+6,515
907
$1.21M 0.01%
49,175
-18,695
908
$1.21M 0.01%
31,923
+4,064
909
$1.2M 0.01%
30,341
+1,382
910
$1.2M 0.01%
16,799
+1,892
911
$1.19M 0.01%
7,842
+2,115
912
$1.19M 0.01%
39,699
+3,087
913
$1.19M 0.01%
22,386
+5,938
914
$1.18M 0.01%
26,020
+2,060
915
$1.18M 0.01%
16,933
+6,968
916
$1.17M 0.01%
65,554
+50,663
917
$1.17M 0.01%
26,200
-3,426
918
$1.17M 0.01%
56,181
-26,479
919
$1.17M 0.01%
22,893
+1,623
920
$1.17M 0.01%
355,063
+133,483
921
$1.16M 0.01%
2,014
+1,175
922
$1.16M 0.01%
25,977
+397
923
$1.16M 0.01%
760
+70
924
$1.15M 0.01%
31,004
-2,188
925
$1.15M 0.01%
15,544
+4,419
35 36
37
38 39