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
1201
$606K 0.01%
12,650
+1,042
1202
$604K 0.01%
30,208
+14
1203
$600K 0.01%
10,280
+1,597
1204
$595K 0.01%
9,606
+176
1205
$592K 0.01%
25,428
+7,563
1206
$591K 0.01%
12,065
+248
1207
$589K 0.01%
6,740
+1,133
1208
$589K 0.01%
8,686
+659
1209
$589K 0.01%
29,470
-2,873
1210
$587K 0.01%
23,769
+3,044
1211
$587K 0.01%
7,851
+282
1212
$585K 0.01%
10,138
+1,245
1213
$585K 0.01%
7,899
-219
1214
$584K 0.01%
95,223
+51,703
1215
$584K 0.01%
32,440
+2,465
1216
$582K 0.01%
69,154
+46,204
1217
$581K 0.01%
36,489
-26
1218
$580K 0.01%
6,400
+634
1219
$579K 0.01%
9,927
-1,529
1220
$578K 0.01%
8,152
+690
1221
$577K 0.01%
6,880
-340
1222
$576K 0.01%
39,799
-20,380
1223
$575K 0.01%
24,650
-4,107
1224
$575K 0.01%
10,844
+2,551
1225
$573K 0.01%
1,212
-149
47 48
49
50 51