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 14.23%
4 Consumer Staples 8.78%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$543K 0.01%
23,146
-2,340
1252
$542K 0.01%
44,031
+8,018
1253
$542K 0.01%
32,131
-968
1254
$541K 0.01%
32,696
-522
1255
$539K 0.01%
22,083
-423
1256
$538K 0.01%
19,748
+2,174
1257
$537K 0.01%
10,688
-1,282
1258
$536K 0.01%
18,302
+1,938
1259
$534K 0.01%
7,751
+1,302
1260
$534K 0.01%
13,509
-1,716
1261
$532K 0.01%
17,878
+4,395
1262
$532K 0.01%
9,416
-1,083
1263
$532K 0.01%
14,548
-1,813
1264
$531K 0.01%
6,113
+495
1265
$530K 0.01%
19,025
-23
1266
$530K 0.01%
17,598
+1,584
1267
$529K 0.01%
10,097
+67
1268
$529K 0.01%
16,617
+2,708
1269
$528K 0.01%
17,575
+1,679
1270
$527K 0.01%
19,789
-277
1271
$526K 0.01%
13,862
+178
1272
$526K 0.01%
17,697
-5,822
1273
$526K 0.01%
15,601
-87
1274
$526K 0.01%
33,679
+3,144
1275
$525K 0.01%
2,932
+293
49 50
51
52 53