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
276
$5.98M 0.08%
+108,196
277
$5.89M 0.08%
+129,424
278
$5.88M 0.08%
+260,398
279
$5.81M 0.08%
+62,996
280
$5.79M 0.08%
+454,739
281
$5.76M 0.08%
+132,845
282
$5.76M 0.08%
+37,864
283
$5.76M 0.08%
+132,340
284
$5.75M 0.08%
+601,344
285
$5.7M 0.08%
+123,122
286
$5.69M 0.08%
+46,911
287
$5.68M 0.08%
+60,808
288
$5.65M 0.08%
+127,334
289
$5.64M 0.08%
+132,485
290
$5.57M 0.08%
+1,226,208
291
$5.53M 0.08%
+66,659
292
$5.48M 0.08%
+392,696
293
$5.48M 0.08%
+222,454
294
$5.46M 0.08%
+100,856
295
$5.46M 0.08%
+491,086
296
$5.44M 0.08%
+59,225
297
$5.44M 0.08%
+619,255
298
$5.43M 0.08%
+275,952
299
$5.41M 0.08%
+248,016
300
$5.39M 0.08%
+83,832