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
1476
$356K ﹤0.01%
12,224
+2,443
1477
$355K ﹤0.01%
57,699
+9,553
1478
$355K ﹤0.01%
21,304
+137
1479
$355K ﹤0.01%
10,890
+196
1480
$354K ﹤0.01%
8,251
+398
1481
$354K ﹤0.01%
26,354
+2,822
1482
$354K ﹤0.01%
11,398
-1,792
1483
$354K ﹤0.01%
2,658
+633
1484
$353K ﹤0.01%
5,325
+1,171
1485
$353K ﹤0.01%
5,660
-1,725
1486
$353K ﹤0.01%
18,913
-489
1487
$351K ﹤0.01%
7,972
+2,069
1488
$350K ﹤0.01%
17,001
+997
1489
$350K ﹤0.01%
18,100
+1,030
1490
$350K ﹤0.01%
22,026
+7,243
1491
$350K ﹤0.01%
13,707
-763
1492
$349K ﹤0.01%
7,242
-320
1493
$349K ﹤0.01%
7,333
+765
1494
$349K ﹤0.01%
5,932
-124
1495
$349K ﹤0.01%
11,359
-346
1496
$347K ﹤0.01%
22,253
+2,978
1497
$347K ﹤0.01%
11,275
-2,011
1498
$347K ﹤0.01%
26,890
-1,338
1499
$346K ﹤0.01%
65,464
-2,471
1500
$346K ﹤0.01%
1,756
+13
58 59
60
61 62