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
1826
$134K ﹤0.01%
22,778
+835
1827
$133K ﹤0.01%
10,320
-323
1828
$133K ﹤0.01%
78,502
-17,557
1829
$132K ﹤0.01%
11,428
-252
1830
$132K ﹤0.01%
32,354
+3,052
1831
$132K ﹤0.01%
15,409
-482
1832
$131K ﹤0.01%
927
+152
1833
$131K ﹤0.01%
+11,935
1834
$127K ﹤0.01%
12,928
+2,186
1835
$125K ﹤0.01%
+10,091
1836
$124K ﹤0.01%
10,586
-7,122
1837
$123K ﹤0.01%
2,776
-651
1838
$121K ﹤0.01%
+19,543
1839
$121K ﹤0.01%
789
-11
1840
$121K ﹤0.01%
56,094
-77,606
1841
$121K ﹤0.01%
+20,105
1842
$119K ﹤0.01%
39,081
-4,249
1843
$119K ﹤0.01%
9,544
-6,725
1844
$117K ﹤0.01%
12,830
-2,117
1845
$117K ﹤0.01%
+13,313
1846
$115K ﹤0.01%
+15,849
1847
$114K ﹤0.01%
2,895
-4,414
1848
$112K ﹤0.01%
+13,410
1849
$112K ﹤0.01%
+20,100
1850
$112K ﹤0.01%
9,411
-46,691
72 73
74
75 76