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
451
$9.05M 0.05%
26,287
+1,330
452
$9.02M 0.04%
513,231
+42,482
453
$9.01M 0.04%
75,708
-23,872
454
$8.99M 0.04%
643,111
+87,927
455
$8.97M 0.04%
152,901
+18,131
456
$8.96M 0.04%
1,639,010
+467,725
457
$8.95M 0.04%
401,691
+14,220
458
$8.94M 0.04%
51,188
+8,155
459
$8.94M 0.04%
543,317
+210,942
460
$8.92M 0.04%
64,200
+3,338
461
$8.9M 0.04%
54,141
-8,457
462
$8.9M 0.04%
211,627
-85,925
463
$8.89M 0.04%
255,463
-26,858
464
$8.84M 0.04%
474,386
-8,940
465
$8.82M 0.04%
402,437
+173,699
466
$8.8M 0.04%
628,991
+44,009
467
$8.78M 0.04%
100,172
-2,295
468
$8.74M 0.04%
693,200
-4,810
469
$8.68M 0.04%
142,208
+8,036
470
$8.66M 0.04%
527,338
+106,956
471
$8.65M 0.04%
348,182
+10,325
472
$8.63M 0.04%
349,436
+1,848
473
$8.61M 0.04%
158,195
-29,619
474
$8.6M 0.04%
281,756
-3,361
475
$8.55M 0.04%
195,088
+9,523
17 18
19
20 21