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
1351
$456K ﹤0.01%
7,233
+547
1352
$456K ﹤0.01%
9,617
+1,396
1353
$455K ﹤0.01%
68,669
+23,528
1354
$455K ﹤0.01%
15,903
+6,383
1355
$455K ﹤0.01%
32,748
+8,040
1356
$454K ﹤0.01%
3,081
+187
1357
$454K ﹤0.01%
8,401
+2,077
1358
$453K ﹤0.01%
11,755
+1,635
1359
$450K ﹤0.01%
6,568
+697
1360
$450K ﹤0.01%
6,091
+398
1361
$449K ﹤0.01%
17,012
+1,039
1362
$449K ﹤0.01%
43,277
+1,513
1363
$448K ﹤0.01%
7,760
+3,478
1364
$446K ﹤0.01%
15,667
-5,880
1365
$446K ﹤0.01%
8,002
+649
1366
$446K ﹤0.01%
10,596
-29
1367
$445K ﹤0.01%
6,568
+558
1368
$444K ﹤0.01%
6,489
+728
1369
$444K ﹤0.01%
16,596
+202
1370
$443K ﹤0.01%
5,204
-24
1371
$442K ﹤0.01%
15,746
-6,595
1372
$442K ﹤0.01%
25,174
+2,529
1373
$440K ﹤0.01%
5,953
-857
1374
$440K ﹤0.01%
2,088
-236
1375
$440K ﹤0.01%
34,846
53 54
55
56 57