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
326
$14.1M 0.07%
383,531
-41,690
327
$14.1M 0.07%
246,861
+28,920
328
$14M 0.07%
93,899
+244
329
$14M 0.07%
1,928,257
+229,655
330
$14M 0.07%
108,431
+19,208
331
$13.8M 0.07%
166,216
-21,269
332
$13.8M 0.07%
216,155
+68,446
333
$13.7M 0.07%
329,349
-13,598
334
$13.7M 0.07%
68,398
+1,255
335
$13.6M 0.07%
415,352
+9,376
336
$13.6M 0.07%
2,324,785
+259,828
337
$13.6M 0.07%
343,980
-34,436
338
$13.5M 0.07%
306,017
+7,959
339
$13.5M 0.07%
262,001
-3,132
340
$13.4M 0.07%
289,020
+39,669
341
$13.4M 0.07%
227,284
-22,703
342
$13.3M 0.07%
210,900
-1,865
343
$13.2M 0.07%
231,375
+71,944
344
$13.1M 0.07%
152,428
-583
345
$13.1M 0.07%
200,302
+12,338
346
$13.1M 0.07%
148,285
+12,201
347
$13.1M 0.07%
374,617
+30,796
348
$13M 0.06%
51,820
+1,104
349
$12.9M 0.06%
841,383
+129,237
350
$12.9M 0.06%
125,349
-546
12 13
14
15 16