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
1926
$14K ﹤0.01%
3,237
1927
$14K ﹤0.01%
200
1928
$13K ﹤0.01%
2,392
-460
1929
$13K ﹤0.01%
7,092
1930
$12K ﹤0.01%
27,257
-88,858
1931
– –
0
1932
$10K ﹤0.01%
109
-192
1933
$5K ﹤0.01%
12,483
-3,737
1934
– –
-11,133
1935
– –
-17,589
1936
– –
-11,203
1937
– –
-10,311
1938
– –
-24,476
1939
– –
-11,066
1940
– –
-11,541
1941
$0 ﹤0.01%
+10,580
1942
– –
-37,239
1943
– –
-39,100
1944
– –
-2,216
1945
– –
-2,977
1946
– –
-17,267
1947
– –
-12,437
1948
– –
-41,527
1949
– –
-16,665
1950
– –
-20,816
76 77
78
79 80