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
326
$5.08M 0.07%
+94,696
327
$5.08M 0.07%
+262,882
328
$5.04M 0.07%
+72,031
329
$5.02M 0.07%
+75,698
330
$5.02M 0.07%
+26,825
331
$5M 0.07%
+176,498
332
$5M 0.07%
+103,890
333
$4.97M 0.07%
+85,364
334
$4.96M 0.07%
+140,630
335
$4.96M 0.07%
+123,987
336
$4.96M 0.07%
+68,714
337
$4.93M 0.07%
+66,868
338
$4.86M 0.07%
+60,123
339
$4.84M 0.07%
+775,230
340
$4.81M 0.07%
+654,913
341
$4.8M 0.07%
+60,306
342
$4.79M 0.07%
+42,156
343
$4.75M 0.07%
+132,426
344
$4.75M 0.07%
+97,387
345
$4.74M 0.07%
+104,149
346
$4.73M 0.07%
+71,648
347
$4.67M 0.07%
+85,976
348
$4.66M 0.07%
+81,447
349
$4.66M 0.07%
+70,842
350
$4.65M 0.07%
+469,755
12 13
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