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
251
$18.9M 0.09%
189,955
-4,906
252
$18.8M 0.09%
264,230
+2,828
253
$18.8M 0.09%
178,205
+14,223
254
$18.8M 0.09%
94,510
+4,095
255
$18.5M 0.09%
9,575,261
+585,704
256
$18.4M 0.09%
662,628
-10,811
257
$18.4M 0.09%
263,821
+42,238
258
$18.3M 0.09%
432,756
+190
259
$18.3M 0.09%
344,160
+1,610
260
$18.2M 0.09%
249,255
+24,389
261
$18.1M 0.09%
268,672
+20,167
262
$17.8M 0.09%
590,451
+37,849
263
$17.7M 0.09%
848,507
-9,178
264
$17.7M 0.09%
194,455
+8,634
265
$17.7M 0.09%
105,301
+16,561
266
$17.7M 0.09%
182,455
+12,491
267
$17.7M 0.09%
108,577
+8,246
268
$17.6M 0.09%
121,714
+33,888
269
$17.6M 0.09%
615,444
-68,304
270
$17.5M 0.09%
319,689
+18,914
271
$17.4M 0.09%
576,552
-141,698
272
$17.2M 0.09%
381,734
-29,252
273
$17.2M 0.09%
172,032
+10,572
274
$17.2M 0.09%
259,248
-37,229
275
$17.1M 0.09%
816,618
+125,152
9 10
11
12 13