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
376
$11.9M 0.06%
154,069
-9,436
377
$11.8M 0.06%
673,063
+472,808
378
$11.8M 0.06%
347,616
+18,561
379
$11.7M 0.06%
1,504,058
+247,866
380
$11.6M 0.06%
94,848
+1,580
381
$11.6M 0.06%
659,983
+49,486
382
$11.6M 0.06%
335,404
+38,783
383
$11.6M 0.06%
818,544
+159,238
384
$11.6M 0.06%
227,920
+11,945
385
$11.6M 0.06%
93,166
+16,217
386
$11.5M 0.06%
228,940
+31,866
387
$11.5M 0.06%
82,849
-58,608
388
$11.5M 0.06%
152,195
-17,824
389
$11.4M 0.06%
121,417
+7,172
390
$11.4M 0.06%
70,424
+2,824
391
$11.3M 0.06%
136,351
-38,852
392
$11.3M 0.06%
236,437
-8,777
393
$11.2M 0.06%
197,863
-13,841
394
$11.2M 0.06%
67,688
+16,210
395
$11.1M 0.06%
118,465
-478
396
$11.1M 0.06%
387,374
+22,230
397
$11.1M 0.06%
207,314
+16,774
398
$11.1M 0.05%
254,794
+22,743
399
$11M 0.05%
323,722
+22,759
400
$11M 0.05%
38,932
+4,183
14 15
16
17 18