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
2001
– –
-4,054
2002
– –
-22,705
2003
– –
-3,680
2004
– –
-8,067
2005
– –
-1,732
2006
– –
-9,690
2007
– –
-7,371
2008
– –
-14,291
2009
– –
-7,987
2010
– –
-5,214
2011
– –
-1,915
2012
– –
-8,341
2013
– –
-10,469
2014
– –
-11,755
2015
– –
-5,471
2016
– –
-28,413
2017
– –
-7,937
2018
– –
-12,444
2019
– –
-7,191
2020
– –
-116
2021
– –
-7,671
2022
– –
-9,000
2023
– –
-3,761
2024
– –
-9,715
2025
– –
-322
79 80
81
82 83