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
1326
$475K ﹤0.01%
8,865
-4,405
1327
$473K ﹤0.01%
14,571
+3,203
1328
$473K ﹤0.01%
10,520
+882
1329
$472K ﹤0.01%
5,400
+1,394
1330
$469K ﹤0.01%
15,363
-117
1331
$469K ﹤0.01%
7,721
+695
1332
$469K ﹤0.01%
+8,677
1333
$468K ﹤0.01%
17,903
+7,234
1334
$468K ﹤0.01%
13,416
+6,001
1335
$467K ﹤0.01%
+48,583
1336
$467K ﹤0.01%
17,848
+2,078
1337
$467K ﹤0.01%
59,843
+12,542
1338
$466K ﹤0.01%
11,840
+2,310
1339
$465K ﹤0.01%
25,283
+1,904
1340
$464K ﹤0.01%
12,453
+205
1341
$463K ﹤0.01%
4,231
+271
1342
$461K ﹤0.01%
+14,434
1343
$461K ﹤0.01%
9,009
+1,665
1344
$461K ﹤0.01%
11,075
-244
1345
$461K ﹤0.01%
13,624
+853
1346
$459K ﹤0.01%
21,741
+10,941
1347
$458K ﹤0.01%
13,860
-296
1348
$458K ﹤0.01%
6,775
+23
1349
$458K ﹤0.01%
17,640
+1,143
1350
$457K ﹤0.01%
14,471
+5,315
52 53
54
55 56