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
1426
$399K ﹤0.01%
8,552
-612
1427
$398K ﹤0.01%
3,154
+1,289
1428
$397K ﹤0.01%
81,620
+3,775
1429
$397K ﹤0.01%
14,506
-24,304
1430
$396K ﹤0.01%
24,029
+62
1431
$396K ﹤0.01%
+16,082
1432
$396K ﹤0.01%
18,033
+5,453
1433
$395K ﹤0.01%
32,966
+915
1434
$395K ﹤0.01%
43,626
-14,803
1435
$395K ﹤0.01%
18,833
-6,141
1436
$393K ﹤0.01%
7,671
+298
1437
$389K ﹤0.01%
351
+140
1438
$387K ﹤0.01%
9,221
+2,216
1439
$386K ﹤0.01%
13,413
+4,717
1440
$386K ﹤0.01%
13,420
+1,336
1441
$384K ﹤0.01%
6,727
+2,762
1442
$384K ﹤0.01%
18,972
-682
1443
$384K ﹤0.01%
12,255
+3,007
1444
$383K ﹤0.01%
+2,000
1445
$383K ﹤0.01%
53,062
-255
1446
$381K ﹤0.01%
+9,961
1447
$376K ﹤0.01%
10,638
+177
1448
$375K ﹤0.01%
1,939
-122
1449
$373K ﹤0.01%
5,808
+834
1450
$372K ﹤0.01%
10,571
+82
56 57
58
59 60