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
301
$5.38M 0.08%
+135,142
302
$5.33M 0.08%
+172,448
303
$5.33M 0.08%
+88,560
304
$5.33M 0.07%
+57,068
305
$5.3M 0.07%
+823,788
306
$5.27M 0.07%
+374,140
307
$5.27M 0.07%
+104,023
308
$5.25M 0.07%
+259,338
309
$5.25M 0.07%
+70,906
310
$5.24M 0.07%
+25,461
311
$5.24M 0.07%
+98,586
312
$5.23M 0.07%
+147,228
313
$5.21M 0.07%
+151,255
314
$5.2M 0.07%
+127,464
315
$5.2M 0.07%
+768,080
316
$5.18M 0.07%
+172,260
317
$5.17M 0.07%
+62,340
318
$5.16M 0.07%
+66,546
319
$5.16M 0.07%
+89,474
320
$5.15M 0.07%
+106,390
321
$5.13M 0.07%
+84,299
322
$5.13M 0.07%
+57,326
323
$5.11M 0.07%
+408,808
324
$5.1M 0.07%
+497,356
325
$5.08M 0.07%
+248,938