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
126
$18.5M 0.19%
134,410
+19,149
127
$18.5M 0.19%
173,741
+56,662
128
$18.4M 0.19%
142,304
+17,976
129
$18.4M 0.19%
206,088
+16,480
130
$18.2M 0.19%
579,241
+17,662
131
$18.2M 0.19%
148,979
+10,599
132
$18.2M 0.19%
290,549
+57,188
133
$18.2M 0.18%
271,284
-106,502
134
$18.1M 0.18%
748,895
+23,022
135
$17.5M 0.18%
97,800
+11,797
136
$17.3M 0.18%
817,332
+234,766
137
$16.9M 0.17%
1,767,208
+319,056
138
$16.7M 0.17%
398,115
+41,120
139
$16.4M 0.17%
121,793
-616
140
$16.4M 0.17%
151,953
+12,024
141
$16.3M 0.17%
364,862
-41,131
142
$16.3M 0.17%
98,237
+7,490
143
$16.3M 0.17%
112,922
+6,562
144
$16.2M 0.16%
402,463
+4,751
145
$16M 0.16%
150,907
-7,516
146
$15.9M 0.16%
22,007
-596
147
$15.8M 0.16%
207,520
+26,005
148
$15.8M 0.16%
144,508
+25,868
149
$15.6M 0.16%
+221,358
150
$15.4M 0.16%
67,184
+20,222
4 5
6
7 8