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
1626
$264K ﹤0.01%
8,331
+1,674
1627
$264K ﹤0.01%
25,295
-132
1628
$264K ﹤0.01%
4,614
+1,575
1629
$264K ﹤0.01%
+10,864
1630
$263K ﹤0.01%
11,950
+91
1631
$263K ﹤0.01%
2,618
-2,067
1632
$262K ﹤0.01%
17,365
-688
1633
$261K ﹤0.01%
5,524
-1,861
1634
$261K ﹤0.01%
12,684
-299
1635
$260K ﹤0.01%
19,224
+5,683
1636
$260K ﹤0.01%
16,598
-1,966
1637
$259K ﹤0.01%
6,759
+292
1638
$259K ﹤0.01%
+5,688
1639
$259K ﹤0.01%
13,787
+1,579
1640
$258K ﹤0.01%
15,994
+341
1641
$257K ﹤0.01%
11,512
-69
1642
$257K ﹤0.01%
15,324
-11,110
1643
$257K ﹤0.01%
7,249
-634
1644
$257K ﹤0.01%
6,778
+64
1645
$257K ﹤0.01%
2,553
-1,131
1646
$256K ﹤0.01%
21,141
+93
1647
$255K ﹤0.01%
5,599
-215
1648
$254K ﹤0.01%
147,433
-62,726
1649
$254K ﹤0.01%
8,470
+54
1650
$254K ﹤0.01%
8,537
+1,727
64 65
66
67 68