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
476
$8.55M 0.04%
297,501
-124,434
477
$8.54M 0.04%
44,080
-186
478
$8.53M 0.04%
231,659
+18,278
479
$8.52M 0.04%
458,757
+36,452
480
$8.52M 0.04%
130,021
+20,283
481
$8.5M 0.04%
396,295
+237,474
482
$8.5M 0.04%
2,694,108
-1,160,920
483
$8.47M 0.04%
195,581
-96,202
484
$8.46M 0.04%
89,118
+5,055
485
$8.42M 0.04%
69,253
+1,790
486
$8.41M 0.04%
134,249
+26,963
487
$8.41M 0.04%
400,782
+9,570
488
$8.38M 0.04%
85,452
+13,578
489
$8.38M 0.04%
269,812
-27,684
490
$8.37M 0.04%
116,472
+7,293
491
$8.28M 0.04%
75,909
+7,306
492
$8.25M 0.04%
43,121
-4
493
$8.19M 0.04%
294,828
+208,120
494
$8.18M 0.04%
262,272
+100
495
$8.18M 0.04%
64,616
+27,461
496
$8.17M 0.04%
424,287
-164,631
497
$8.17M 0.04%
141,747
+12,179
498
$8.17M 0.04%
69,368
+11,545
499
$8.16M 0.04%
155,023
+6,363
500
$8.13M 0.04%
131,859
+217
18 19
20
21 22