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
201
$11.5M 0.12%
255,932
+78,128
202
$11.4M 0.12%
2,071,650
-457,235
203
$11.4M 0.12%
96,338
+10,392
204
$11.4M 0.12%
681,135
+46,920
205
$11.3M 0.12%
81,110
-3,724
206
$11.2M 0.11%
119,125
+12,449
207
$11.2M 0.11%
62,541
+5,436
208
$11.2M 0.11%
165,939
+15,286
209
$11.1M 0.11%
191,225
+14,673
210
$11M 0.11%
452,105
-430,118
211
$11M 0.11%
228,926
-62,890
212
$11M 0.11%
121,294
+67,005
213
$11M 0.11%
128,471
-9,961
214
$10.9M 0.11%
618,515
+35,930
215
$10.9M 0.11%
192,817
-9,237
216
$10.8M 0.11%
156,391
+12,952
217
$10.7M 0.11%
164,143
-17,731
218
$10.7M 0.11%
258,566
+74,256
219
$10.7M 0.11%
247,138
+4,069
220
$10.7M 0.11%
202,445
+35,433
221
$10.7M 0.11%
598,258
-28,446
222
$10.6M 0.11%
154,495
+1,372
223
$10.6M 0.11%
333,941
-19,920
224
$10.5M 0.11%
369,339
+25,357
225
$10.5M 0.11%
301,386
+19,128
7 8
9
10 11