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
276
$17.1M 0.08%
282,444
+23,376
277
$16.9M 0.08%
295,897
-4,484
278
$16.9M 0.08%
272,607
-2,904
279
$16.9M 0.08%
530,933
+5,012
280
$16.8M 0.08%
2,126,241
+66,878
281
$16.8M 0.08%
267,182
-14,177
282
$16.6M 0.08%
171,995
+9,911
283
$16.5M 0.08%
230,069
-12,145
284
$16.5M 0.08%
25,413
-436
285
$16.5M 0.08%
325,163
+62,525
286
$16.4M 0.08%
106,982
-7,711
287
$16.3M 0.08%
209,365
+6,403
288
$16.3M 0.08%
357,828
+13,490
289
$16.3M 0.08%
134,083
+12,695
290
$16.2M 0.08%
186,797
+587
291
$16.2M 0.08%
292,054
-10,158
292
$16.1M 0.08%
412,244
+59,036
293
$15.9M 0.08%
370,126
-10,994
294
$15.9M 0.08%
3,469,406
+252,476
295
$15.8M 0.08%
495,152
-9,450
296
$15.8M 0.08%
130,817
+1,076
297
$15.7M 0.08%
130,648
+4,954
298
$15.7M 0.08%
445,599
+86,141
299
$15.7M 0.08%
500,152
-77,466
300
$15.7M 0.08%
91,629
-1,169
10 11
12
13 14