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
401
$3.88M 0.05%
+272,441
402
$3.87M 0.05%
+66,656
403
$3.85M 0.05%
+69,835
404
$3.84M 0.05%
+29,147
405
$3.84M 0.05%
+49,126
406
$3.84M 0.05%
+68,469
407
$3.82M 0.05%
+78,511
408
$3.81M 0.05%
+125,614
409
$3.81M 0.05%
+123,084
410
$3.81M 0.05%
+160,813
411
$3.8M 0.05%
+77,777
412
$3.78M 0.05%
+113,484
413
$3.78M 0.05%
+25,532
414
$3.74M 0.05%
+113,640
415
$3.74M 0.05%
+55,863
416
$3.7M 0.05%
+32,334
417
$3.68M 0.05%
+32,067
418
$3.66M 0.05%
+209,088
419
$3.65M 0.05%
+70,125
420
$3.65M 0.05%
+134,315
421
$3.64M 0.05%
+1,748,515
422
$3.63M 0.05%
+30,963
423
$3.62M 0.05%
+104,772
424
$3.61M 0.05%
+673,454
425
$3.58M 0.05%
+225,818
15 16
17
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