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
1776
$189K ﹤0.01%
15,470
+65
1777
$188K ﹤0.01%
11,549
-516
1778
$187K ﹤0.01%
+23,716
1779
$187K ﹤0.01%
17,856
+4,967
1780
$183K ﹤0.01%
14,004
+1,834
1781
$182K ﹤0.01%
190,014
-96,964
1782
$180K ﹤0.01%
11,445
-910
1783
$180K ﹤0.01%
49,985
-1,894
1784
$180K ﹤0.01%
+11,286
1785
$178K ﹤0.01%
15,935
+1,582
1786
$178K ﹤0.01%
15,287
-4,387
1787
$177K ﹤0.01%
14,570
-10,306
1788
$168K ﹤0.01%
37,364
-6,061
1789
$168K ﹤0.01%
34,060
+15,491
1790
$167K ﹤0.01%
25,698
1791
$165K ﹤0.01%
10,025
+1,129
1792
$163K ﹤0.01%
21,463
+865
1793
$163K ﹤0.01%
20,957
+5,184
1794
$163K ﹤0.01%
31,818
+19,623
1795
$163K ﹤0.01%
1,207
+156
1796
$161K ﹤0.01%
21,840
-13,494
1797
$160K ﹤0.01%
11,156
-1,152
1798
$159K ﹤0.01%
563
+281
1799
$157K ﹤0.01%
27,029
-11,882
1800
$157K ﹤0.01%
19,393
+3,991
70 71
72
73 74