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
1051
$840K 0.01%
13,810
+2,139
1052
$839K 0.01%
33,616
+3,508
1053
$836K 0.01%
16,255
-4,761
1054
$834K 0.01%
12,240
-1,608
1055
$832K 0.01%
27,519
+6,530
1056
$832K 0.01%
48,436
-1,075
1057
$831K 0.01%
10,852
-140
1058
$831K 0.01%
11,560
-10
1059
$830K 0.01%
17,239
+7,204
1060
$824K 0.01%
30,424
+1,858
1061
$821K 0.01%
22,074
+407
1062
$819K 0.01%
41,680
-1,850
1063
$815K 0.01%
28,135
+2,241
1064
$813K 0.01%
305,579
+110,467
1065
$812K 0.01%
32,343
+2,716
1066
$811K 0.01%
14,750
+451
1067
$811K 0.01%
20,461
+146
1068
$810K 0.01%
61,751
-336
1069
$807K 0.01%
40,113
+2,094
1070
$804K 0.01%
29,701
+3,278
1071
$803K 0.01%
49,705
+15,280
1072
$799K 0.01%
24,680
+1,187
1073
$799K 0.01%
15,402
+8,882
1074
$798K 0.01%
32,253
+7,941
1075
$798K 0.01%
12,629
+226
41 42
43
44 45