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
1401
$419K ﹤0.01%
15,389
+2,400
1402
$418K ﹤0.01%
31,913
-2,748
1403
$417K ﹤0.01%
19,424
+8,804
1404
$417K ﹤0.01%
22,063
+5,210
1405
$416K ﹤0.01%
7,404
+2,283
1406
$415K ﹤0.01%
8,845
-409
1407
$415K ﹤0.01%
8,076
+424
1408
$415K ﹤0.01%
8,095
+589
1409
$415K ﹤0.01%
85,079
+36,606
1410
$414K ﹤0.01%
25,426
+939
1411
$413K ﹤0.01%
25,482
-777
1412
$412K ﹤0.01%
9,785
+3,036
1413
$412K ﹤0.01%
38,944
-301
1414
$411K ﹤0.01%
10,652
-63
1415
$411K ﹤0.01%
8,224
+1,465
1416
$410K ﹤0.01%
10,930
+651
1417
$409K ﹤0.01%
+17,142
1418
$408K ﹤0.01%
3,706
+1,228
1419
$407K ﹤0.01%
4,813
-19
1420
$407K ﹤0.01%
16,486
-2,604
1421
$404K ﹤0.01%
12,007
-1,230
1422
$403K ﹤0.01%
11,664
-5,597
1423
$402K ﹤0.01%
12,451
-2,447
1424
$401K ﹤0.01%
3,381
+509
1425
$401K ﹤0.01%
8,964
-191
55 56
57
58 59