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
1151
$670K 0.01%
38,719
+28,280
1152
$668K 0.01%
42,741
+4,139
1153
$668K 0.01%
17,426
+634
1154
$666K 0.01%
612,830
+380,276
1155
$666K 0.01%
12,041
+563
1156
$665K 0.01%
+18,690
1157
$664K 0.01%
+19,296
1158
$664K 0.01%
26,034
+4,816
1159
$662K 0.01%
24,077
+8,375
1160
$662K 0.01%
40,056
+851
1161
$659K 0.01%
11,496
+3,895
1162
$659K 0.01%
48,679
+14,808
1163
$659K 0.01%
26,039
+15,118
1164
$659K 0.01%
61,690
-13,170
1165
$654K 0.01%
9,051
+717
1166
$653K 0.01%
134,381
+15,873
1167
$652K 0.01%
14,674
1168
$647K 0.01%
28,971
+1,086
1169
$646K 0.01%
15,211
-1,989
1170
$642K 0.01%
19,690
+12,888
1171
$641K 0.01%
6,418
+718
1172
$641K 0.01%
262,528
+40,580
1173
$641K 0.01%
124,479
+27,579
1174
$641K 0.01%
41,483
-1,932
1175
$637K 0.01%
24,168
-40,660
45 46
47
48 49