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
1576
$291K ﹤0.01%
48,814
-167,966
1577
$291K ﹤0.01%
5,048
-235
1578
$289K ﹤0.01%
8,724
+205
1579
$289K ﹤0.01%
4,737
+277
1580
$289K ﹤0.01%
11,930
+2,879
1581
$288K ﹤0.01%
5,975
+32
1582
$288K ﹤0.01%
3,127
+276
1583
$287K ﹤0.01%
25,916
-10,412
1584
$287K ﹤0.01%
30,954
-2,123
1585
$286K ﹤0.01%
5,351
+351
1586
$286K ﹤0.01%
8,808
+396
1587
$285K ﹤0.01%
14,919
+942
1588
$285K ﹤0.01%
23,184
-17,317
1589
$283K ﹤0.01%
16,416
+807
1590
$282K ﹤0.01%
13,360
+650
1591
$282K ﹤0.01%
+28,755
1592
$282K ﹤0.01%
7,952
+2,106
1593
$282K ﹤0.01%
+13,195
1594
$281K ﹤0.01%
4,591
+604
1595
$281K ﹤0.01%
20,485
+290
1596
$280K ﹤0.01%
6,844
-321
1597
$280K ﹤0.01%
5,538
+314
1598
$280K ﹤0.01%
17,499
-497
1599
$279K ﹤0.01%
5,560
+110
1600
$279K ﹤0.01%
6,168
-1,634
62 63
64
65 66