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
926
$1.15M 0.01%
87,633
-5,014
927
$1.14M 0.01%
93,990
-39,152
928
$1.14M 0.01%
26,171
+16,671
929
$1.14M 0.01%
+45,098
930
$1.13M 0.01%
22,982
+1,821
931
$1.13M 0.01%
104,181
+1,290
932
$1.13M 0.01%
10,713
+531
933
$1.13M 0.01%
33,691
-2,670
934
$1.12M 0.01%
32,176
-3,714
935
$1.12M 0.01%
14,588
+957
936
$1.12M 0.01%
30,231
+1,819
937
$1.11M 0.01%
52,739
+1,738
938
$1.11M 0.01%
20,535
-2,718
939
$1.11M 0.01%
14,032
+1,596
940
$1.1M 0.01%
68,771
+44,457
941
$1.08M 0.01%
26,167
+4,340
942
$1.08M 0.01%
170,000
+158,357
943
$1.08M 0.01%
34,162
+2,542
944
$1.08M 0.01%
8,205
+1,308
945
$1.07M 0.01%
20,499
+3,146
946
$1.07M 0.01%
9,198
+1,650
947
$1.07M 0.01%
67,753
+14,183
948
$1.06M 0.01%
76,944
+2,476
949
$1.06M 0.01%
229,259
-36,213
950
$1.06M 0.01%
16,526
-1,742
36 37
38
39 40