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
1676
$239K ﹤0.01%
27,851
-423
1677
$239K ﹤0.01%
13,762
-2,070
1678
$238K ﹤0.01%
+10,999
1679
$237K ﹤0.01%
8,593
-232
1680
$237K ﹤0.01%
7,765
-527
1681
$237K ﹤0.01%
2,223
-113
1682
$237K ﹤0.01%
47,808
+21,161
1683
$236K ﹤0.01%
6,563
+580
1684
$236K ﹤0.01%
5,893
+846
1685
$235K ﹤0.01%
8,653
-96
1686
$235K ﹤0.01%
+2,350
1687
$235K ﹤0.01%
4,761
+869
1688
$235K ﹤0.01%
10,228
-141
1689
$235K ﹤0.01%
+3,028
1690
$234K ﹤0.01%
13,704
+1,528
1691
$232K ﹤0.01%
6,759
-765
1692
$232K ﹤0.01%
16,340
+1,145
1693
$231K ﹤0.01%
17,772
+3,277
1694
$231K ﹤0.01%
12,983
-437
1695
$230K ﹤0.01%
4,747
+95
1696
$229K ﹤0.01%
7,406
+310
1697
$229K ﹤0.01%
+14,236
1698
$229K ﹤0.01%
3,735
+121
1699
$228K ﹤0.01%
37,484
+3,256
1700
$228K ﹤0.01%
+12,466
66 67
68
69 70