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
1876
$81K ﹤0.01%
28,830
-47,345
1877
$80K ﹤0.01%
+11,900
1878
$80K ﹤0.01%
173,341
-222,521
1879
$79K ﹤0.01%
11,686
-873
1880
$79K ﹤0.01%
12,956
-25,096
1881
$78K ﹤0.01%
31,930
-42,710
1882
$78K ﹤0.01%
10,923
-13,217
1883
$77K ﹤0.01%
11,183
+523
1884
$76K ﹤0.01%
+16,765
1885
$73K ﹤0.01%
3,447
-3,926
1886
$70K ﹤0.01%
14,324
-13,471
1887
$68K ﹤0.01%
+43
1888
$67K ﹤0.01%
5,465
-4,637
1889
$67K ﹤0.01%
2,865
+269
1890
$66K ﹤0.01%
10,305
-8,939
1891
$66K ﹤0.01%
145,849
-426,947
1892
$65K ﹤0.01%
+10,360
1893
$64K ﹤0.01%
+10,363
1894
$64K ﹤0.01%
13,002
-1,089
1895
$63K ﹤0.01%
35,832
-3,434
1896
$60K ﹤0.01%
+11,956
1897
$60K ﹤0.01%
35,788
-79,501
1898
$57K ﹤0.01%
+10,806
1899
$56K ﹤0.01%
12,522
-5,033
1900
$56K ﹤0.01%
43,063
-14,505
74 75
76
77 78