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
1276
$523K 0.01%
11,102
-338
1277
$523K 0.01%
73,408
+1,214
1278
$522K 0.01%
14,663
+232
1279
$521K 0.01%
33,067
+4,178
1280
$520K 0.01%
8,194
-11
1281
$520K 0.01%
7,587
-2,956
1282
$520K 0.01%
5,903
-592
1283
$520K 0.01%
12,729
-19
1284
$516K 0.01%
25,860
+1,842
1285
$514K 0.01%
24,527
+3,974
1286
$514K 0.01%
6,615
+476
1287
$513K 0.01%
15,340
+2,437
1288
$513K 0.01%
20,663
+7,370
1289
$510K 0.01%
46,124
+16,443
1290
$510K 0.01%
4,346
-705
1291
$508K 0.01%
59,626
+18,340
1292
$506K 0.01%
38,468
+24,185
1293
$502K 0.01%
63,196
+10,616
1294
$502K 0.01%
7,342
-90
1295
$499K 0.01%
6,943
+3,721
1296
$498K 0.01%
6,195
+618
1297
$497K 0.01%
+12,850
1298
$497K 0.01%
36,107
-27,907
1299
$495K 0.01%
19,880
-3,536
1300
$495K 0.01%
12,212
+6,141
50 51
52
53 54