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
426
$8.66M 0.05%
107,408
+5,096
427
$8.6M 0.05%
201,515
-13,309
428
$8.57M 0.05%
71,349
-2,478
429
$8.54M 0.05%
421,067
+13,523
430
$8.52M 0.05%
424,752
-22,719
431
$8.51M 0.05%
353,192
+1,132
432
$8.49M 0.05%
104,773
-15,241
433
$8.49M 0.05%
93,816
+5,907
434
$8.44M 0.05%
167,884
-7,889
435
$8.38M 0.05%
485,002
-63,301
436
$8.31M 0.05%
117,260
-6,333
437
$8.3M 0.05%
590,905
+31,815
438
$8.28M 0.05%
252,356
-25,139
439
$8.27M 0.05%
127,037
+4,838
440
$8.25M 0.05%
185,393
-913
441
$8.25M 0.05%
90,967
+6,071
442
$8.23M 0.05%
281,834
+21,281
443
$8.2M 0.05%
244,105
+13,260
444
$8.17M 0.05%
72,206
+11,292
445
$8.14M 0.05%
580,113
+22,359
446
$8.08M 0.05%
78,089
-3,219
447
$8.08M 0.05%
72,851
+5,078
448
$8.06M 0.05%
142,042
+5,386
449
$8.04M 0.05%
1,708,635
+41,605
450
$8.04M 0.05%
939,624
+65,121
16 17
18
19 20