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
2001
– –
-3,895
2002
– –
-7,133
2003
– –
-3,712
2004
– –
-6,716
2005
– –
-25,809
2006
– –
-15,948
2007
– –
-12,088
2008
– –
-5,082
2009
– –
-7,376
2010
– –
-317
2011
– –
-4,960
2012
– –
-3,218
2013
– –
-10,393
2014
– –
-10,782
2015
– –
-13,045
2016
– –
-10,302
2017
– –
-3,112
2018
– –
-6,558
2019
– –
-25,400
2020
– –
-32,045
2021
– –
-16,436
2022
$0 ﹤0.01%
17,724
2023
– –
-9,228
2024
– –
-12,524
2025
– –
-7,057
79 80
81
82 83