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
1176
$637K 0.01%
122,329
-481
1177
$636K 0.01%
23,323
+1,358
1178
$635K 0.01%
25,157
+4,111
1179
$634K 0.01%
12,033
+2,903
1180
$633K 0.01%
11,698
-1,594
1181
$632K 0.01%
10,038
+2,888
1182
$632K 0.01%
11,948
+2,635
1183
$629K 0.01%
5,923
-1,375
1184
$628K 0.01%
16,551
+1,246
1185
$626K 0.01%
10,107
-2,292
1186
$625K 0.01%
22,940
+4,767
1187
$623K 0.01%
34,673
-1,143
1188
$623K 0.01%
48,711
+11,627
1189
$622K 0.01%
14,089
+1,766
1190
$622K 0.01%
41,066
-7,401
1191
$621K 0.01%
19,993
+800
1192
$620K 0.01%
16,607
-127
1193
$619K 0.01%
25,648
+551
1194
$617K 0.01%
21,320
-2,123
1195
$615K 0.01%
5,023
+1,903
1196
$615K 0.01%
85,694
+1,650
1197
$614K 0.01%
16,993
-574
1198
$609K 0.01%
5,566
-262
1199
$609K 0.01%
14,865
-4,265
1200
$608K 0.01%
22,785
+11,627
46 47
48
49 50