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 14.23%
4 Consumer Staples 8.78%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-37,961
1952
– –
-5,231
1953
– –
-63,801
1954
– –
-20,154
1955
– –
-16,364
1956
– –
-17,853
1957
– –
-3,173
1958
– –
-10,920
1959
– –
-20,093
1960
– –
-40,889
1961
– –
-21,403
1962
– –
-13,320
1963
– –
-116
1964
– –
-15,112
1965
– –
-5,259
1966
– –
-561
1967
– –
-8,064
1968
– –
-8,867
1969
– –
-34,718
1970
– –
-11,535
1971
– –
-31,118
1972
– –
-7,510
1973
– –
-16,253
1974
– –
-10,336
1975
– –
-4,712
77 78
79
80 81