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
476
$7.43M 0.04%
61,568
+21,950
477
$7.42M 0.04%
186,331
+35,033
478
$7.38M 0.04%
114,691
-541
479
$7.37M 0.04%
288,095
+1,710
480
$7.32M 0.04%
151,378
+37,600
481
$7.31M 0.04%
70,114
+24,011
482
$7.31M 0.04%
199,040
+54,460
483
$7.3M 0.04%
204,447
+21,088
484
$7.16M 0.04%
67,299
+4,994
485
$7.12M 0.04%
49,480
+2,286
486
$7.1M 0.04%
60,570
-2,096
487
$7.07M 0.04%
66,715
+2,096
488
$7.05M 0.04%
256,211
+15,090
489
$7.05M 0.04%
156,314
-3,569
490
$7.05M 0.04%
48,916
+4,868
491
$7.04M 0.04%
69,049
+6,124
492
$6.99M 0.04%
71,516
+7,607
493
$6.98M 0.04%
105,677
+5,934
494
$6.98M 0.04%
57,877
+18,492
495
$6.96M 0.04%
206,302
-83
496
$6.94M 0.04%
357,334
+198
497
$6.93M 0.04%
2,427
+378
498
$6.9M 0.04%
37,432
-895
499
$6.9M 0.04%
44,389
-1,866
500
$6.88M 0.04%
176,378
+857
18 19
20
21 22