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
1801
$156K ﹤0.01%
+12,627
1802
$155K ﹤0.01%
74,916
+977
1803
$153K ﹤0.01%
63,430
-28,201
1804
$153K ﹤0.01%
10,312
-5,852
1805
$151K ﹤0.01%
6,879
+4,352
1806
$151K ﹤0.01%
66,370
-16,279
1807
$149K ﹤0.01%
18,045
-56,237
1808
$148K ﹤0.01%
15,071
+1,987
1809
$147K ﹤0.01%
13,682
-22,852
1810
$147K ﹤0.01%
5,035
-400
1811
$146K ﹤0.01%
5,598
-7,760
1812
$146K ﹤0.01%
10,537
-2,810
1813
$146K ﹤0.01%
11,029
+4
1814
$146K ﹤0.01%
27,521
+3,099
1815
$144K ﹤0.01%
7
-7
1816
$143K ﹤0.01%
12,990
+2,701
1817
$142K ﹤0.01%
10,566
+1,107
1818
$142K ﹤0.01%
9,084
-1,398
1819
$141K ﹤0.01%
1,820
+796
1820
$141K ﹤0.01%
+1,050
1821
$141K ﹤0.01%
36,107
+3,208
1822
$138K ﹤0.01%
14,544
+4,035
1823
$136K ﹤0.01%
+11,505
1824
$136K ﹤0.01%
10,385
-7,413
1825
$136K ﹤0.01%
519
-9
71 72
73
74 75