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
76
$27.6M 0.28%
332,258
+29,428
77
$27.3M 0.28%
22,112
+4,331
78
$27.1M 0.28%
156,166
+38,625
79
$26.9M 0.27%
473,737
+67,545
80
$26.4M 0.27%
267,658
+49,408
81
$26.3M 0.27%
354,698
+44,163
82
$26.2M 0.27%
626,369
+57,204
83
$26M 0.27%
484,679
-86,460
84
$26M 0.26%
587,478
+60,428
85
$25.9M 0.26%
949,693
+727,804
86
$25.5M 0.26%
876,254
-11,542
87
$25.3M 0.26%
312,795
+33,266
88
$25.3M 0.26%
459,188
+56,488
89
$25.1M 0.26%
697,280
+145,950
90
$25M 0.25%
700,246
+77,480
91
$24.4M 0.25%
198,940
-11,301
92
$24.1M 0.25%
82,684
+418
93
$24.1M 0.24%
804,875
-240,672
94
$23.9M 0.24%
426,151
-84,752
95
$23.4M 0.24%
416,667
+26,794
96
$23.3M 0.24%
338,198
-40,937
97
$23M 0.23%
363,020
-3,722
98
$23M 0.23%
571,720
-3,734
99
$22.9M 0.23%
163,438
+21,602
100
$22.8M 0.23%
209,219
+9,327
2 3
4
5 6