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
1451
$372K ﹤0.01%
+17,447
1452
$371K ﹤0.01%
6,465
+216
1453
$371K ﹤0.01%
39,953
+2,200
1454
$371K ﹤0.01%
21,960
+52
1455
$370K ﹤0.01%
15,666
-3,503
1456
$370K ﹤0.01%
19,367
+1,477
1457
$370K ﹤0.01%
6,827
+289
1458
$369K ﹤0.01%
18,425
-3,006
1459
$368K ﹤0.01%
17,761
+3,065
1460
$368K ﹤0.01%
6,748
+171
1461
$367K ﹤0.01%
22,508
+2,031
1462
$366K ﹤0.01%
4,055
-317
1463
$366K ﹤0.01%
1,231
-244
1464
$364K ﹤0.01%
8,066
+804
1465
$364K ﹤0.01%
8,112
+1,939
1466
$364K ﹤0.01%
15,170
-85
1467
$363K ﹤0.01%
44,922
+10,352
1468
$362K ﹤0.01%
18,276
+5,515
1469
$361K ﹤0.01%
35,317
-1,158
1470
$359K ﹤0.01%
19,634
+1,346
1471
$358K ﹤0.01%
9,392
+3,118
1472
$358K ﹤0.01%
28,282
+14,764
1473
$357K ﹤0.01%
12,650
+1,883
1474
$357K ﹤0.01%
28,284
-22,840
1475
$356K ﹤0.01%
8,222
+14
57 58
59
60 61