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
1551
$309K ﹤0.01%
106,649
-66,596
1552
$307K ﹤0.01%
9,957
+123
1553
$307K ﹤0.01%
3,982
-208
1554
$307K ﹤0.01%
34,630
+1,753
1555
$306K ﹤0.01%
+4,632
1556
$306K ﹤0.01%
7,413
+100
1557
$304K ﹤0.01%
5,887
-8,035
1558
$303K ﹤0.01%
22,391
+3,304
1559
$303K ﹤0.01%
10,140
-468
1560
$303K ﹤0.01%
51,800
+16
1561
$301K ﹤0.01%
18,053
+421
1562
$301K ﹤0.01%
8,913
-250
1563
$300K ﹤0.01%
6,099
-405
1564
$299K ﹤0.01%
18,802
+118
1565
$299K ﹤0.01%
10,036
-2,040
1566
$299K ﹤0.01%
15,489
+4,481
1567
$299K ﹤0.01%
9,155
+512
1568
$298K ﹤0.01%
13,144
1569
$298K ﹤0.01%
4,901
-166
1570
$297K ﹤0.01%
18,773
-15,640
1571
$296K ﹤0.01%
+6,515
1572
$295K ﹤0.01%
11,636
+2,116
1573
$293K ﹤0.01%
13,822
+4,159
1574
$292K ﹤0.01%
48,034
+13,558
1575
$292K ﹤0.01%
+7,548
61 62
63
64 65