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
1526
$331K ﹤0.01%
8,258
+2,899
1527
$330K ﹤0.01%
8,154
+3,789
1528
$330K ﹤0.01%
6,904
-2,076
1529
$329K ﹤0.01%
24,414
+3,982
1530
$329K ﹤0.01%
8,031
+1,219
1531
$328K ﹤0.01%
9,780
+182
1532
$326K ﹤0.01%
7,647
-964
1533
$325K ﹤0.01%
8,327
+1,511
1534
$325K ﹤0.01%
13,072
-5,896
1535
$324K ﹤0.01%
7,399
-1,652
1536
$323K ﹤0.01%
7,145
-559
1537
$322K ﹤0.01%
36,400
+4,329
1538
$319K ﹤0.01%
3,045
-273
1539
$319K ﹤0.01%
33,973
+8,804
1540
$318K ﹤0.01%
+11,067
1541
$316K ﹤0.01%
5,543
+503
1542
$315K ﹤0.01%
12,121
-1,866
1543
$315K ﹤0.01%
44,605
+1,136
1544
$313K ﹤0.01%
12,181
-1,495
1545
$312K ﹤0.01%
13,110
-56
1546
$312K ﹤0.01%
8,111
-572
1547
$312K ﹤0.01%
13,276
-309
1548
$311K ﹤0.01%
9,953
+2,366
1549
$311K ﹤0.01%
7,023
1550
$311K ﹤0.01%
53,320
+7,270
60 61
62
63 64