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
376
$10.6M 0.06%
81,105
+4,663
377
$10.6M 0.06%
248,669
+15,848
378
$10.6M 0.06%
150,284
+8,541
379
$10.6M 0.06%
131,756
+20,929
380
$10.5M 0.06%
159,303
-5,429
381
$10.5M 0.06%
349,770
+9,805
382
$10.5M 0.06%
328,622
-20,765
383
$10.4M 0.06%
477,482
+281,469
384
$10.3M 0.06%
202,119
+8,238
385
$10.3M 0.06%
126,958
-3,849
386
$10.3M 0.06%
210,930
+13,420
387
$10.3M 0.06%
311,273
+29,333
388
$10.3M 0.06%
320,316
-9,391
389
$10.3M 0.06%
255,368
-15,755
390
$10.2M 0.06%
210,980
+6,806
391
$10M 0.06%
71,628
+12,109
392
$10M 0.06%
202,738
+6,995
393
$10M 0.06%
101,767
+3,215
394
$9.89M 0.06%
67,070
+4,410
395
$9.89M 0.06%
1,569,680
+109,428
396
$9.86M 0.06%
105,276
+995
397
$9.84M 0.06%
994,078
-45,613
398
$9.82M 0.06%
50,687
+3,375
399
$9.74M 0.06%
277,976
+14,010
400
$9.74M 0.06%
66,200
-2,954
14 15
16
17 18