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
1226
$572K 0.01%
6,165
+335
1227
$572K 0.01%
30,022
-4,311
1228
$569K 0.01%
+18,362
1229
$568K 0.01%
+17,255
1230
$565K 0.01%
24,608
+2,250
1231
$564K 0.01%
6,337
+698
1232
$563K 0.01%
20,627
+1,379
1233
$562K 0.01%
4,777
+632
1234
$561K 0.01%
17,104
-1,422
1235
$561K 0.01%
31,757
-1,279
1236
$560K 0.01%
23,099
+8,312
1237
$559K 0.01%
28,400
+3,399
1238
$559K 0.01%
20,804
+149
1239
$558K 0.01%
22,618
-4,277
1240
$557K 0.01%
19,894
-2,374
1241
$552K 0.01%
9,278
+1,331
1242
$551K 0.01%
11,536
+2,460
1243
$551K 0.01%
6,101
-894
1244
$550K 0.01%
10,586
+243
1245
$549K 0.01%
605,469
+192,078
1246
$549K 0.01%
58,071
-64,099
1247
$548K 0.01%
7,040
+2,012
1248
$547K 0.01%
16,208
+21
1249
$546K 0.01%
34,886
+459
1250
$545K 0.01%
12,091
+1,054
48 49
50
51 52