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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$103M
3
+$84M
4
MSFT icon
Microsoft
MSFT
+$80.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M

Top Sells

1
+$2.91M
2
+$1.04M
3
+$768K
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$435K
5
CLNE icon
Clean Energy Fuels
CLNE
+$343K

Sector Composition

1 Financials 15.02%
2 Healthcare 12.27%
3 Technology 11.74%
4 Industrials 8.57%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.53M 0.11%
+77,882
227
$7.49M 0.11%
+561,688
228
$7.46M 0.1%
+128,151
229
$7.41M 0.1%
+120,594
230
$7.38M 0.1%
+193,364
231
$7.36M 0.1%
+1,850,294
232
$7.35M 0.1%
+506,213
233
$7.3M 0.1%
+1,433,465
234
$7.29M 0.1%
+111,209
235
$7.26M 0.1%
+127,190
236
$7.25M 0.1%
+189,747
237
$7.18M 0.1%
+159,743
238
$7.18M 0.1%
+68,781
239
$7.15M 0.1%
+120,551
240
$7.13M 0.1%
+203,833
241
$7.04M 0.1%
+132,474
242
$7.01M 0.1%
+433,879
243
$6.97M 0.1%
+255,222
244
$6.94M 0.1%
+89,277
245
$6.9M 0.1%
+288,194
246
$6.89M 0.1%
+290,284
247
$6.82M 0.1%
+80,892
248
$6.81M 0.1%
+886,084
249
$6.81M 0.1%
+367,316
250
$6.77M 0.1%
+265,226
8 9
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