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
951
$1.06M 0.01%
43,295
+988
952
$1.05M 0.01%
23,405
-1,552
953
$1.05M 0.01%
89,518
-29,489
954
$1.05M 0.01%
38,450
-2,740
955
$1.05M 0.01%
16,240
+8,361
956
$1.04M 0.01%
58,500
+4,728
957
$1.04M 0.01%
64,063
+45,284
958
$1.04M 0.01%
7,550
-1,089
959
$1.03M 0.01%
5,346
+546
960
$1.03M 0.01%
23,407
+6,198
961
$1.03M 0.01%
22,521
+1,519
962
$1.03M 0.01%
51,911
+11,533
963
$1.03M 0.01%
21,361
+2,609
964
$1.03M 0.01%
16,746
+38
965
$1.03M 0.01%
20,498
-1,972
966
$1.03M 0.01%
33,568
-8,473
967
$1.03M 0.01%
29,599
-7,190
968
$1.03M 0.01%
24,592
+107
969
$1.03M 0.01%
62,349
-1,147
970
$1.02M 0.01%
22,842
+2,640
971
$1.02M 0.01%
20,436
-6,878
972
$1.02M 0.01%
25,364
-11,023
973
$1.02M 0.01%
60,908
-735
974
$1.01M 0.01%
19,061
+5,976
975
$1.01M 0.01%
23,643
-3,232
37 38
39
40 41