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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$103M
3
+$84M
4
MSFT icon
Microsoft
MSFT
+$80.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M

Top Sells

1
+$2.91M
2
+$1.04M
3
+$768K
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$435K
5
CLNE icon
Clean Energy Fuels
CLNE
+$343K

Sector Composition

1 Financials 15.02%
2 Healthcare 12.27%
3 Technology 11.74%
4 Industrials 8.57%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.5M 0.44%
+1,220,300
27
$31.4M 0.44%
+277,062
28
$31.4M 0.44%
+396,968
29
$30M 0.42%
+1,786,660
30
$30M 0.42%
+305,722
31
$29.1M 0.41%
+508,322
32
$29.1M 0.41%
+395,429
33
$28.9M 0.41%
+296,400
34
$28.7M 0.4%
+603,603
35
$27.9M 0.39%
+246,826
36
$27.2M 0.38%
+1,212,592
37
$26.7M 0.37%
+1,331,341
38
$26.6M 0.37%
+324,470
39
$26.5M 0.37%
+617,183
40
$26.4M 0.37%
+555,254
41
$26.3M 0.37%
+811,538
42
$26.2M 0.37%
+1,048,172
43
$26M 0.36%
+210,465
44
$25.6M 0.36%
+475,228
45
$25.4M 0.36%
+1,111,666
46
$25.3M 0.36%
+643,195
47
$24.6M 0.35%
+261,824
48
$24.4M 0.34%
+343,905
49
$23.6M 0.33%
+262,529
50
$23.4M 0.33%
+286,260
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