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
326
$12.7M 0.07%
153,284
+11,262
327
$12.7M 0.07%
218,138
+7,088
328
$12.6M 0.07%
1,731,330
+26,650
329
$12.6M 0.07%
136,008
-10,504
330
$12.5M 0.07%
169,143
-7,660
331
$12.5M 0.07%
3,097,603
+65,825
332
$12.5M 0.07%
206,419
+40,461
333
$12.3M 0.07%
190,898
-23,106
334
$12.3M 0.07%
272,018
+24,855
335
$12.3M 0.07%
240,363
+1,130
336
$12.3M 0.07%
363,880
-398
337
$12.2M 0.07%
729,871
-49,959
338
$12.2M 0.07%
320,489
+26,172
339
$12.2M 0.07%
202,701
+7,756
340
$12.1M 0.07%
250,661
+17,553
341
$12.1M 0.07%
48,859
+3,656
342
$12.1M 0.07%
570,264
+45,964
343
$12M 0.07%
1,003,335
+108,276
344
$11.9M 0.07%
192,107
+10,016
345
$11.9M 0.07%
190,267
+5,194
346
$11.9M 0.07%
887,040
+147,601
347
$11.8M 0.07%
398,388
+20,781
348
$11.7M 0.07%
26,258
-806
349
$11.7M 0.07%
18,744
+1,101
350
$11.7M 0.07%
1,145,220
-35,830
12 13
14
15 16