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
1026
$884K 0.01%
27,718
+5,837
1027
$881K 0.01%
+22,826
1028
$881K 0.01%
20,968
+199
1029
$881K 0.01%
21,826
-116
1030
$880K 0.01%
37,598
-3,072
1031
$877K 0.01%
17,035
+7,501
1032
$877K 0.01%
29,633
+3,029
1033
$874K 0.01%
14,025
+2,168
1034
$873K 0.01%
42,948
+4,587
1035
$872K 0.01%
4,622
+1,902
1036
$871K 0.01%
15,514
+427
1037
$864K 0.01%
12,424
+6,571
1038
$862K 0.01%
23,564
+1,371
1039
$860K 0.01%
2,409
+1,255
1040
$860K 0.01%
63,258
-1,636
1041
$857K 0.01%
29,538
-536
1042
$856K 0.01%
134,524
-45,807
1043
$853K 0.01%
30,745
+18,911
1044
$851K 0.01%
22,156
+1,108
1045
$851K 0.01%
7,870
+133
1046
$851K 0.01%
23,778
+2,216
1047
$849K 0.01%
61,774
+4,382
1048
$848K 0.01%
6,166
+733
1049
$847K 0.01%
11,706
+210
1050
$847K 0.01%
22,966
+2,942
40 41
42
43 44