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
1901
$51K ﹤0.01%
3,180
+231
1902
$51K ﹤0.01%
2,065
-5,370
1903
$50K ﹤0.01%
1,121
-373
1904
$49K ﹤0.01%
27,047
-715
1905
$48K ﹤0.01%
51,922
+7,230
1906
$47K ﹤0.01%
14,795
-145,541
1907
$46K ﹤0.01%
23,542
-18,737
1908
$46K ﹤0.01%
24,655
-81,030
1909
$45K ﹤0.01%
+98
1910
$42K ﹤0.01%
15,305
1911
$41K ﹤0.01%
12,244
-1,007
1912
$40K ﹤0.01%
13
-4
1913
$40K ﹤0.01%
1,944
-519
1914
$38K ﹤0.01%
+10,664
1915
$37K ﹤0.01%
21,251
-52,087
1916
$37K ﹤0.01%
14,245
-3,572
1917
$34K ﹤0.01%
2,580
-25
1918
$29K ﹤0.01%
47,553
-93,785
1919
$29K ﹤0.01%
2,838
1920
$28K ﹤0.01%
1,077
+114
1921
$27K ﹤0.01%
16,412
-41,425
1922
$22K ﹤0.01%
+13,671
1923
$21K ﹤0.01%
+2,149
1924
$21K ﹤0.01%
+10,463
1925
$15K ﹤0.01%
+26,625
75 76
77
78 79