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
401
$9.68M 0.05%
105,892
+8,574
402
$9.64M 0.05%
348,876
+101,250
403
$9.61M 0.05%
126,777
-12,517
404
$9.59M 0.05%
129,947
-1,435
405
$9.58M 0.05%
497,907
+144,367
406
$9.5M 0.05%
661,515
+60,450
407
$9.42M 0.05%
257,838
+47,163
408
$9.39M 0.05%
209,236
+24,062
409
$9.38M 0.05%
93,773
+7,155
410
$9.33M 0.05%
79,217
+3,461
411
$9.3M 0.05%
1,505,122
+274,252
412
$9.25M 0.05%
286,592
+3,622
413
$9.23M 0.05%
1,543,217
+161,070
414
$9.22M 0.05%
174,730
-2,385
415
$9.13M 0.05%
556,764
+26,146
416
$8.98M 0.05%
246,522
+13,368
417
$8.97M 0.05%
117,873
+30,319
418
$8.94M 0.05%
160,568
-13,792
419
$8.91M 0.05%
172,922
+2,690
420
$8.89M 0.05%
100,761
+5,546
421
$8.88M 0.05%
114,754
-1,481
422
$8.87M 0.05%
266,423
+17,565
423
$8.72M 0.05%
108,490
+8,001
424
$8.71M 0.05%
471,075
+8,257
425
$8.67M 0.05%
142,411
-9,235
15 16
17
18 19