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
1726
$218K ﹤0.01%
+3,204
1727
$218K ﹤0.01%
7,642
+239
1728
$218K ﹤0.01%
3,769
-3,147
1729
$217K ﹤0.01%
+518
1730
$217K ﹤0.01%
12,829
+195
1731
$217K ﹤0.01%
6,058
-1,648
1732
$216K ﹤0.01%
15,228
+1,263
1733
$215K ﹤0.01%
4,499
-13
1734
$215K ﹤0.01%
11,523
-2,180
1735
$215K ﹤0.01%
11,235
+857
1736
$214K ﹤0.01%
1,290
+210
1737
$213K ﹤0.01%
12,292
+358
1738
$213K ﹤0.01%
2,800
+317
1739
$213K ﹤0.01%
17,289
1740
$212K ﹤0.01%
+5,133
1741
$212K ﹤0.01%
25,468
+3,508
1742
$212K ﹤0.01%
6,419
-691
1743
$212K ﹤0.01%
6,551
1744
$211K ﹤0.01%
838
-1,484
1745
$211K ﹤0.01%
15,147
-1,147
1746
$211K ﹤0.01%
5,357
+145
1747
$210K ﹤0.01%
27,359
-2,122
1748
$210K ﹤0.01%
3,134
+104
1749
$209K ﹤0.01%
11,633
-3,372
1750
$209K ﹤0.01%
8,414
-2,093
68 69
70
71 72