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
401
$11M 0.05%
123,473
+7,842
402
$10.9M 0.05%
18,965
-338
403
$10.8M 0.05%
211,078
-10,309
404
$10.8M 0.05%
894,270
+55,207
405
$10.8M 0.05%
145,701
-68,933
406
$10.8M 0.05%
305,632
+44,150
407
$10.7M 0.05%
101,308
+3,949
408
$10.7M 0.05%
708,207
+53,874
409
$10.7M 0.05%
+225,586
410
$10.6M 0.05%
228,257
+5,690
411
$10.6M 0.05%
133,715
-1,087
412
$10.6M 0.05%
1,194,325
+179,385
413
$10.5M 0.05%
164,126
+15,837
414
$10.4M 0.05%
286,193
+3,372
415
$10.4M 0.05%
128,783
-410
416
$10.3M 0.05%
291,120
+37,300
417
$10.2M 0.05%
223,124
-1,906
418
$10.1M 0.05%
240,725
+13,171
419
$10.1M 0.05%
1,831,028
+88,704
420
$9.99M 0.05%
237,827
+10,203
421
$9.95M 0.05%
161,807
+40,129
422
$9.93M 0.05%
139,908
+7,447
423
$9.81M 0.05%
235,271
-86,763
424
$9.77M 0.05%
168,431
-28,297
425
$9.75M 0.05%
355,866
+41,666
15 16
17
18 19