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
301
$15.7M 0.08%
573,115
+53,708
302
$15.6M 0.08%
148,590
+16,100
303
$15.6M 0.08%
203,407
+5,752
304
$15.6M 0.08%
408,345
+20,549
305
$15.5M 0.08%
1,402,825
+90,643
306
$15.5M 0.08%
123,061
+8,755
307
$15.4M 0.08%
786,455
+6,255
308
$15.4M 0.08%
145,718
-4,410
309
$15.2M 0.08%
178,226
+3,061
310
$15M 0.07%
93,021
+7,748
311
$15M 0.07%
35,810
+680
312
$14.8M 0.07%
211,374
+4,877
313
$14.6M 0.07%
130,747
+4,863
314
$14.5M 0.07%
137,174
+8,585
315
$14.4M 0.07%
62,754
+4,434
316
$14.4M 0.07%
78,212
+1,330
317
$14.4M 0.07%
213,461
-20,885
318
$14.3M 0.07%
168,178
-11,243
319
$14.3M 0.07%
555,285
+47,659
320
$14.3M 0.07%
663,204
+44,624
321
$14.3M 0.07%
153,607
+5,185
322
$14.2M 0.07%
1,253,852
+269,603
323
$14.2M 0.07%
202,917
+7,998
324
$14.2M 0.07%
591,086
+28,532
325
$14.1M 0.07%
270,109
-48,215
11 12
13
14 15