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
251
$6.77M 0.1%
+54,323
252
$6.75M 0.09%
+100,847
253
$6.75M 0.09%
+186,795
254
$6.71M 0.09%
+181,662
255
$6.69M 0.09%
+474,162
256
$6.69M 0.09%
+374,483
257
$6.68M 0.09%
+542,784
258
$6.65M 0.09%
+201,172
259
$6.63M 0.09%
+101,902
260
$6.62M 0.09%
+163,152
261
$6.6M 0.09%
+121,993
262
$6.59M 0.09%
+138,015
263
$6.58M 0.09%
+163,726
264
$6.5M 0.09%
+54,298
265
$6.37M 0.09%
+91,804
266
$6.34M 0.09%
+73,061
267
$6.33M 0.09%
+75,555
268
$6.29M 0.09%
+328,059
269
$6.15M 0.09%
+267,845
270
$6.09M 0.09%
+74,791
271
$6.09M 0.09%
+24,102
272
$6.03M 0.08%
+289,637
273
$6.01M 0.08%
+140,294
274
$6M 0.08%
+121,798
275
$5.98M 0.08%
+171,714