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
$20.1B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$16.3M
3
+$14.7M
4
MSFT icon
Microsoft
MSFT
+$13.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$13.3M

Top Sells

1
+$60.5M
2
+$27.1M
3
+$19.2M
4
PK icon
Park Hotels & Resorts
PK
+$10.3M
5
INTC icon
Intel
INTC
+$9.05M

Sector Composition

1 Financials 18.23%
2 Technology 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.3M 0.11%
151,838
+6,604
227
$21.1M 0.1%
290,711
+7,404
228
$21M 0.1%
247,176
+8,969
229
$20.9M 0.1%
253,039
+18,314
230
$20.9M 0.1%
370,063
+4,753
231
$20.7M 0.1%
261,929
+18,745
232
$20.6M 0.1%
740,231
-33,356
233
$20.6M 0.1%
281,264
+59,347
234
$20.4M 0.1%
770,702
+18,743
235
$20.3M 0.1%
1,207,196
+223,901
236
$20.2M 0.1%
332,160
+39,392
237
$20.2M 0.1%
459,568
+174,333
238
$20M 0.1%
1,183,939
+63,679
239
$19.9M 0.1%
842,949
+109,747
240
$19.9M 0.1%
407,218
+17,906
241
$19.8M 0.1%
305,019
+22,664
242
$19.7M 0.1%
148,070
+5,516
243
$19.5M 0.1%
381,434
+46,019
244
$19.3M 0.1%
1,411,772
-119,360
245
$19.3M 0.1%
288,998
+905
246
$19.3M 0.1%
2,233,647
+115,369
247
$19.2M 0.1%
946,860
+28,950
248
$19.2M 0.1%
200,421
+5,185
249
$19.1M 0.1%
129,337
-6,388
250
$19M 0.09%
123,410
-24,972
8 9
10
11 12