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
976
$1M 0.01%
26,131
+7,426
977
$1M 0.01%
31,072
-938
978
$1M 0.01%
85,490
-4,343
979
$997K 0.01%
25,718
+32
980
$995K 0.01%
6,662
+91
981
$995K 0.01%
36,142
+1,461
982
$994K 0.01%
27,427
-5,723
983
$992K 0.01%
23,687
+7,503
984
$989K 0.01%
13,937
-64
985
$988K 0.01%
66,769
+33,001
986
$985K 0.01%
+36,190
987
$984K 0.01%
6,560
-52
988
$981K 0.01%
12,627
+87
989
$979K 0.01%
36,175
-5,302
990
$978K 0.01%
19,721
-9,258
991
$972K 0.01%
11,576
+2,741
992
$968K 0.01%
23,443
+7,866
993
$960K 0.01%
10,338
+407
994
$957K 0.01%
40,276
+11,857
995
$956K 0.01%
4,291
-458
996
$955K 0.01%
53,248
+14,827
997
$952K 0.01%
89,685
+17,395
998
$950K 0.01%
37,534
+6,363
999
$948K 0.01%
111,799
+71,920
1000
$943K 0.01%
18,685
-2,865
38 39
40
41 42