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
1301
$494K 0.01%
5,736
+1,101
1302
$493K 0.01%
14,941
-2,976
1303
$492K 0.01%
41,366
-8,766
1304
$491K 0.01%
31,710
+1,278
1305
$491K 0.01%
6,188
+1,045
1306
$490K 0.01%
24,701
+772
1307
$488K 0.01%
11,793
+3,251
1308
$487K 0.01%
+65,699
1309
$487K 0.01%
30,448
+1,525
1310
$485K ﹤0.01%
12,059
-1,124
1311
$485K ﹤0.01%
27,568
+12,005
1312
$484K ﹤0.01%
26,323
-2,114
1313
$481K ﹤0.01%
11,776
+5,560
1314
$481K ﹤0.01%
23,458
-230
1315
$480K ﹤0.01%
37,028
+970
1316
$480K ﹤0.01%
35,678
-500
1317
$480K ﹤0.01%
21,774
+476
1318
$479K ﹤0.01%
7,463
+393
1319
$479K ﹤0.01%
40,068
+1,660
1320
$478K ﹤0.01%
29,126
+1,642
1321
$477K ﹤0.01%
13,085
+835
1322
$477K ﹤0.01%
13,470
+3,820
1323
$477K ﹤0.01%
7,583
+248
1324
$477K ﹤0.01%
15,622
+960
1325
$476K ﹤0.01%
8,964
-228
51 52
53
54 55