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
$17.7B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$30.3M
3
+$26.2M
4
MSFT icon
Microsoft
MSFT
+$23.3M
5
META icon
Meta Platforms (Facebook)
META
+$18.5M

Top Sells

1
+$65.4M
2
+$45.1M
3
+$30.7M
4
PNRA
Panera Bread Co
PNRA
+$15.3M
5
MO icon
Altria Group
MO
+$14.3M

Sector Composition

1 Financials 17.84%
2 Technology 16.15%
3 Healthcare 13.58%
4 Industrials 9.4%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15.5M 0.09%
222,945
+8,040
277
$15.4M 0.09%
173,139
+10,756
278
$15.4M 0.09%
88,186
+3,869
279
$15.1M 0.09%
319,934
+21,886
280
$15.1M 0.09%
516,577
+57,485
281
$15.1M 0.09%
397,447
+107,077
282
$15M 0.08%
234,776
+18,307
283
$14.9M 0.08%
173,479
+150
284
$14.9M 0.08%
358,943
+18,012
285
$14.9M 0.08%
25,042
+3,484
286
$14.9M 0.08%
313,421
+53,743
287
$14.7M 0.08%
768,562
+96,111
288
$14.7M 0.08%
228,451
+17,890
289
$14.7M 0.08%
193,198
+7,323
290
$14.7M 0.08%
157,407
+10,519
291
$14.6M 0.08%
147,550
+12,582
292
$14.6M 0.08%
508,240
+11,766
293
$14.6M 0.08%
32,686
+2,229
294
$14.5M 0.08%
123,106
+9,231
295
$14.5M 0.08%
919,124
+59,163
296
$14.3M 0.08%
295,815
+7,239
297
$14.3M 0.08%
93,785
+9,294
298
$14.2M 0.08%
129,688
+5,546
299
$14.1M 0.08%
215,874
+6,418
300
$14M 0.08%
65,513
-771
10 11
12
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