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
1376
$439K ﹤0.01%
4,789
-194
1377
$439K ﹤0.01%
8,632
-2,418
1378
$436K ﹤0.01%
24,646
-740
1379
$435K ﹤0.01%
15,989
-1,215
1380
$435K ﹤0.01%
5,303
+1,030
1381
$434K ﹤0.01%
18,800
+1,825
1382
$432K ﹤0.01%
19,256
+2,358
1383
$432K ﹤0.01%
8,391
+3,019
1384
$430K ﹤0.01%
6,563
-10
1385
$429K ﹤0.01%
47,873
+8,338
1386
$429K ﹤0.01%
83,836
-33,607
1387
$427K ﹤0.01%
7,539
+241
1388
$427K ﹤0.01%
14,866
+3,599
1389
$426K ﹤0.01%
1,885
+9
1390
$425K ﹤0.01%
38,074
-16,190
1391
$425K ﹤0.01%
6,941
+2,149
1392
$423K ﹤0.01%
8,314
+646
1393
$423K ﹤0.01%
75,474
+4,415
1394
$422K ﹤0.01%
23,268
+4,062
1395
$422K ﹤0.01%
15,188
+1,757
1396
$421K ﹤0.01%
28,055
+1,387
1397
$421K ﹤0.01%
30,957
-17,114
1398
$420K ﹤0.01%
21,070
-450
1399
$419K ﹤0.01%
7,677
+313
1400
$419K ﹤0.01%
6,442
+193
54 55
56
57 58