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
176
$13.6M 0.14%
303,993
+41,136
177
$13.6M 0.14%
337,363
+79,584
178
$13.4M 0.14%
129,032
+6,471
179
$13.3M 0.13%
2,705,715
+69,295
180
$13.2M 0.13%
+426,630
181
$13.1M 0.13%
364,469
-306,275
182
$13.1M 0.13%
223,500
+35,855
183
$13.1M 0.13%
5,680,336
+1,744,864
184
$13M 0.13%
133,405
+100,063
185
$12.8M 0.13%
225,182
+101,130
186
$12.8M 0.13%
328,066
+66,799
187
$12.8M 0.13%
225,091
+11,851
188
$12.7M 0.13%
210,931
+38,167
189
$12.6M 0.13%
133,081
+3,583
190
$12.6M 0.13%
910,232
+72,475
191
$12.3M 0.13%
112,100
+13,277
192
$12.3M 0.13%
351,128
+26,838
193
$12.2M 0.12%
168,184
+4,330
194
$12.2M 0.12%
383,408
+30,358
195
$12.2M 0.12%
319,847
-94,619
196
$12M 0.12%
692,120
-6,784
197
$12M 0.12%
690,726
+132,620
198
$11.9M 0.12%
186,925
-10,297
199
$11.8M 0.12%
248,086
+48,853
200
$11.6M 0.12%
113,948
+4,355
6 7
8
9 10