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 16.1%
3 Healthcare 13.58%
4 Industrials 9.45%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.02M 0.05%
532,959
-11,823
452
$7.98M 0.05%
42,818
+11,892
453
$7.98M 0.05%
32,223
+677
454
$7.95M 0.04%
239,541
+35,635
455
$7.9M 0.04%
1,188,470
+60,918
456
$7.85M 0.04%
156,176
+9,961
457
$7.83M 0.04%
404,265
+90,452
458
$7.8M 0.04%
59,229
+9,968
459
$7.71M 0.04%
59,477
-1,041
460
$7.71M 0.04%
125,028
+6,974
461
$7.69M 0.04%
468,587
+25,491
462
$7.68M 0.04%
200,956
+17,287
463
$7.66M 0.04%
44,611
-816
464
$7.63M 0.04%
295,203
+8,745
465
$7.63M 0.04%
160,269
+14,876
466
$7.62M 0.04%
8,892
+650
467
$7.62M 0.04%
69,782
-32
468
$7.62M 0.04%
113,830
-8,471
469
$7.6M 0.04%
94,080
+4,465
470
$7.56M 0.04%
129,020
-14,107
471
$7.55M 0.04%
92,505
+16,989
472
$7.54M 0.04%
29,704
+1,894
473
$7.52M 0.04%
121,119
-6,012
474
$7.49M 0.04%
78,404
+1,417
475
$7.44M 0.04%
180,150
+1,492
17 18
19
20 21