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
1651
$252K ﹤0.01%
19,496
-1,269
1652
$252K ﹤0.01%
10,108
-14,554
1653
$251K ﹤0.01%
11,288
+88
1654
$251K ﹤0.01%
14,013
+1,687
1655
$249K ﹤0.01%
15,148
-2,786
1656
$248K ﹤0.01%
55,232
-1,093
1657
$247K ﹤0.01%
7,697
-267
1658
$246K ﹤0.01%
+7,227
1659
$246K ﹤0.01%
1,559
-285
1660
$245K ﹤0.01%
4,237
-1,681
1661
$245K ﹤0.01%
28,303
+6,896
1662
$245K ﹤0.01%
11,821
-1,213
1663
$245K ﹤0.01%
2,674
+98
1664
$245K ﹤0.01%
20,576
-17,299
1665
$245K ﹤0.01%
23,392
-100
1666
$244K ﹤0.01%
10,161
+284
1667
$244K ﹤0.01%
+878
1668
$244K ﹤0.01%
9,402
+2,874
1669
$243K ﹤0.01%
7,202
+695
1670
$243K ﹤0.01%
11,214
-5,649
1671
$242K ﹤0.01%
9,368
+932
1672
$242K ﹤0.01%
3,000
+225
1673
$241K ﹤0.01%
3,182
-72
1674
$241K ﹤0.01%
10,757
-129
1675
$240K ﹤0.01%
+11,237
65 66
67
68 69