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
1126
$703K 0.01%
16,512
+5,172
1127
$701K 0.01%
52,560
+14,122
1128
$700K 0.01%
10,173
+2,315
1129
$699K 0.01%
10,730
+439
1130
$697K 0.01%
39,945
+8,497
1131
$696K 0.01%
12,933
+746
1132
$695K 0.01%
34,396
-7,979
1133
$694K 0.01%
15,610
+2,634
1134
$693K 0.01%
5,162
+549
1135
$689K 0.01%
18,671
+4,399
1136
$689K 0.01%
5,965
+187
1137
$688K 0.01%
8,933
-469
1138
$687K 0.01%
19,045
-141
1139
$686K 0.01%
11,614
+4,482
1140
$685K 0.01%
23,860
+1,397
1141
$685K 0.01%
11,758
+2,443
1142
$684K 0.01%
60,841
-14,167
1143
$681K 0.01%
7,092
-163
1144
$676K 0.01%
11,931
+6,639
1145
$676K 0.01%
11,244
-986
1146
$675K 0.01%
6,666
+1,344
1147
$674K 0.01%
24,505
+14,295
1148
$674K 0.01%
22,350
-53,750
1149
$674K 0.01%
26,793
+362
1150
$670K 0.01%
29,949
+6,965
44 45
46
47 48