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
1601
$278K ﹤0.01%
+5,051
1602
$275K ﹤0.01%
9,377
+1,831
1603
$275K ﹤0.01%
14,322
+411
1604
$275K ﹤0.01%
+1,230
1605
$274K ﹤0.01%
8,071
-1,153
1606
$274K ﹤0.01%
6,894
+607
1607
$274K ﹤0.01%
23,009
+4,931
1608
$273K ﹤0.01%
9,084
+346
1609
$273K ﹤0.01%
7,198
-1,925
1610
$273K ﹤0.01%
+7,945
1611
$273K ﹤0.01%
+11,757
1612
$272K ﹤0.01%
15,438
+216
1613
$272K ﹤0.01%
11,940
+669
1614
$272K ﹤0.01%
12,025
+4,383
1615
$271K ﹤0.01%
16,872
+136
1616
$271K ﹤0.01%
3,711
+417
1617
$270K ﹤0.01%
11,996
+1,199
1618
$269K ﹤0.01%
27,240
+1,160
1619
$268K ﹤0.01%
9,923
+308
1620
$268K ﹤0.01%
6,744
+760
1621
$268K ﹤0.01%
6,305
-2,018
1622
$267K ﹤0.01%
14,686
+302
1623
$265K ﹤0.01%
9,314
+1,707
1624
$265K ﹤0.01%
25,662
+7,172
1625
$264K ﹤0.01%
+55,121
63 64
65
66 67