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
501
$6.86M 0.04%
148,151
+10,795
502
$6.82M 0.04%
180,097
+930
503
$6.77M 0.04%
105,487
+15,461
504
$6.76M 0.04%
77,910
+5,551
505
$6.71M 0.04%
227,215
+3,969
506
$6.63M 0.04%
232,755
-40,724
507
$6.61M 0.04%
76,912
+1,738
508
$6.57M 0.04%
143,952
+15,086
509
$6.56M 0.04%
196,481
+824
510
$6.54M 0.04%
163,808
+11,261
511
$6.52M 0.04%
62,150
+1,223
512
$6.51M 0.04%
297,267
+5,948
513
$6.5M 0.04%
54,814
+2,158
514
$6.49M 0.04%
909,870
+92,295
515
$6.49M 0.04%
125,376
+13,539
516
$6.45M 0.04%
62,504
+1,972
517
$6.38M 0.04%
59,283
+8,180
518
$6.38M 0.04%
122,955
+440
519
$6.36M 0.04%
161,117
+19,727
520
$6.36M 0.04%
394,976
+44,765
521
$6.35M 0.04%
133,771
+2,284
522
$6.35M 0.04%
66,830
+4,640
523
$6.35M 0.04%
181,135
-3,089
524
$6.31M 0.04%
120,354
+5,173
525
$6.29M 0.04%
134,327
-8,158
19 20
21
22 23