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
426
$9.75M 0.05%
134,928
+12,179
427
$9.73M 0.05%
64,760
+16,379
428
$9.72M 0.05%
122,196
-10,932
429
$9.69M 0.05%
546,405
+76,380
430
$9.67M 0.05%
235,066
+39,552
431
$9.6M 0.05%
56,138
+1,752
432
$9.58M 0.05%
137,861
+795
433
$9.56M 0.05%
620,611
+29,867
434
$9.54M 0.05%
275,180
+50,670
435
$9.51M 0.05%
234,908
+12,892
436
$9.49M 0.05%
84,570
+4,926
437
$9.44M 0.05%
81,977
+3,045
438
$9.41M 0.05%
110,733
+1,673
439
$9.33M 0.05%
166,420
+460
440
$9.3M 0.05%
544,638
+58,529
441
$9.27M 0.05%
179,519
+12,938
442
$9.27M 0.05%
451,142
-123,662
443
$9.26M 0.05%
62,612
+10,283
444
$9.24M 0.05%
223,737
-7,497
445
$9.21M 0.05%
121,290
+3,632
446
$9.18M 0.05%
166,035
+16,455
447
$9.15M 0.05%
91,213
-4,088
448
$9.15M 0.05%
11,119
+2,146
449
$9.14M 0.05%
75,392
+5,910
450
$9.11M 0.05%
167,367
+40,705
16 17
18
19 20