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
1751
$209K ﹤0.01%
+5,774
1752
$209K ﹤0.01%
18,712
-3,272
1753
$208K ﹤0.01%
2,569
-168
1754
$208K ﹤0.01%
7,298
+981
1755
$208K ﹤0.01%
+7,642
1756
$207K ﹤0.01%
38,512
-20,710
1757
$206K ﹤0.01%
+576
1758
$205K ﹤0.01%
6,266
-209
1759
$204K ﹤0.01%
+5,814
1760
$204K ﹤0.01%
3,046
+6
1761
$204K ﹤0.01%
19,367
+172
1762
$203K ﹤0.01%
14,022
+2,631
1763
$203K ﹤0.01%
+6,370
1764
$202K ﹤0.01%
88,787
+71,896
1765
$201K ﹤0.01%
3,403
-3,781
1766
$200K ﹤0.01%
+10,165
1767
$200K ﹤0.01%
+27,120
1768
$200K ﹤0.01%
+8,171
1769
$197K ﹤0.01%
+17,078
1770
$196K ﹤0.01%
25,147
+1,621
1771
$196K ﹤0.01%
30,510
+125
1772
$193K ﹤0.01%
4,837
+669
1773
$190K ﹤0.01%
+12,680
1774
$190K ﹤0.01%
13,829
-17
1775
$190K ﹤0.01%
+11,727
69 70
71
72 73