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
351
$12.9M 0.06%
1,111,195
+26,452
352
$12.9M 0.06%
209,611
-1,732
353
$12.9M 0.06%
254,935
+1,841
354
$12.9M 0.06%
1,615,123
+503,484
355
$12.9M 0.06%
136,994
+7,144
356
$12.8M 0.06%
311,589
+19,571
357
$12.8M 0.06%
2,078,514
+379,165
358
$12.8M 0.06%
375,136
+14,496
359
$12.8M 0.06%
3,448,398
+186,350
360
$12.7M 0.06%
73,722
+4,743
361
$12.7M 0.06%
117,226
+14,796
362
$12.6M 0.06%
761,925
+43,290
363
$12.5M 0.06%
56,191
+2,075
364
$12.4M 0.06%
203,056
-1,029
365
$12.4M 0.06%
333,218
-15,187
366
$12.3M 0.06%
169,388
+7,360
367
$12.2M 0.06%
239,348
+20,208
368
$12.1M 0.06%
188,539
+21,698
369
$12.1M 0.06%
89,532
+5,956
370
$12M 0.06%
349,530
+32,675
371
$12M 0.06%
142,139
+8,771
372
$12M 0.06%
288,163
-36,527
373
$11.9M 0.06%
120,758
-9,939
374
$11.9M 0.06%
79,636
+3,300
375
$11.9M 0.06%
108,225
+5,930
13 14
15
16 17