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
1701
$227K ﹤0.01%
7,209
-126
1702
$227K ﹤0.01%
12,256
+1,215
1703
$227K ﹤0.01%
11,601
-2,413
1704
$226K ﹤0.01%
22,017
+4,237
1705
$225K ﹤0.01%
23,253
+8,098
1706
$224K ﹤0.01%
1,366
+433
1707
$224K ﹤0.01%
26,598
+870
1708
$224K ﹤0.01%
+6,406
1709
$224K ﹤0.01%
+5,719
1710
$223K ﹤0.01%
+18,771
1711
$223K ﹤0.01%
13,808
+404
1712
$222K ﹤0.01%
+10,642
1713
$222K ﹤0.01%
18,973
+1,668
1714
$221K ﹤0.01%
+20,439
1715
$221K ﹤0.01%
70
+7
1716
$220K ﹤0.01%
+3,426
1717
$220K ﹤0.01%
8,270
+567
1718
$220K ﹤0.01%
+4,799
1719
$220K ﹤0.01%
10,457
+79
1720
$220K ﹤0.01%
13,184
-806
1721
$219K ﹤0.01%
6,132
+210
1722
$219K ﹤0.01%
+25,108
1723
$218K ﹤0.01%
36,822
+14,659
1724
$218K ﹤0.01%
13,364
+2,137
1725
$218K ﹤0.01%
+13,510
67 68
69
70 71