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
1951
– –
-7,604
1952
– –
-10,213
1953
– –
-10,991
1954
– –
-13,005
1955
– –
-81,324
1956
– –
-16,699
1957
– –
-238,815
1958
– –
-42,111
1959
– –
-17,260
1960
– –
-5,574
1961
– –
-11,274
1962
– –
-201,074
1963
– –
-57,566
1964
– –
-17,672
1965
– –
-37,961
1966
– –
-5,231
1967
– –
-63,801
1968
– –
-20,154
1969
– –
-16,364
1970
– –
-17,853
1971
– –
-1,004
1972
– –
-33,228
1973
– –
-6,808
1974
– –
-10,606
1975
– –
-3,173
77 78
79
80 81