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
1976
– –
-4,256
1977
– –
-10,547
1978
– –
-5,991
1979
– –
-15,992
1980
– –
-5,574
1981
– –
-10,606
1982
– –
-22,679
1983
– –
-12,040
1984
– –
-10,799
1985
– –
-12,020
1986
– –
-4,117
1987
– –
-497
1988
– –
-6,338
1989
– –
-13,830
1990
– –
-1,915
1991
– –
-8,341
1992
– –
-10,469
1993
– –
-11,755
1994
– –
-5,471
1995
– –
-28,413
1996
– –
-7,937
1997
– –
-12,444
1998
– –
-5,340
1999
– –
-8,822
2000
– –
-2,275
78 79
80
81 82