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
1851
$111K ﹤0.01%
10,949
-53
1852
$111K ﹤0.01%
19,201
-8,872
1853
$111K ﹤0.01%
+10,443
1854
$110K ﹤0.01%
5,777
+779
1855
$110K ﹤0.01%
18,630
+6,519
1856
$106K ﹤0.01%
+1,452
1857
$104K ﹤0.01%
29,183
-10,004
1858
$104K ﹤0.01%
12,061
-2,839
1859
$102K ﹤0.01%
14,270
+958
1860
$101K ﹤0.01%
1,548
-1,483
1861
$100K ﹤0.01%
10,925
-1,498
1862
$100K ﹤0.01%
6,055
-13,350
1863
$100K ﹤0.01%
10,562
-387
1864
$100K ﹤0.01%
16,770
-16,811
1865
$100K ﹤0.01%
889
-560
1866
$96K ﹤0.01%
+3,270
1867
$96K ﹤0.01%
15,659
-5,297
1868
$94K ﹤0.01%
20,281
+5,573
1869
$89K ﹤0.01%
24,261
+11,454
1870
$88K ﹤0.01%
10,143
-41,923
1871
$87K ﹤0.01%
1,172
-17,172
1872
$86K ﹤0.01%
21,897
+11,093
1873
$85K ﹤0.01%
+12,700
1874
$85K ﹤0.01%
20,174
-7,847
1875
$83K ﹤0.01%
12,862
-36,870
73 74
75
76 77