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
351
$4.64M 0.07%
+407,412
352
$4.63M 0.07%
+91,441
353
$4.6M 0.06%
+313,225
354
$4.59M 0.06%
+99,889
355
$4.56M 0.06%
+123,557
356
$4.55M 0.06%
+123,068
357
$4.55M 0.06%
+56,050
358
$4.54M 0.06%
+154,861
359
$4.54M 0.06%
+168,808
360
$4.51M 0.06%
+324,850
361
$4.5M 0.06%
+50,548
362
$4.5M 0.06%
+26,677
363
$4.48M 0.06%
+103,750
364
$4.47M 0.06%
+57,077
365
$4.46M 0.06%
+103,308
366
$4.46M 0.06%
+188,742
367
$4.44M 0.06%
+100,731
368
$4.4M 0.06%
+124,148
369
$4.34M 0.06%
+69,577
370
$4.33M 0.06%
+312,767
371
$4.32M 0.06%
+64,887
372
$4.3M 0.06%
+152,521
373
$4.3M 0.06%
+139,182
374
$4.29M 0.06%
+70,352
375
$4.29M 0.06%
+241,016
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