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
526
$6.28M 0.04%
449,636
+15,183
527
$6.26M 0.04%
+170,971
528
$6.24M 0.04%
72,549
+5,765
529
$6.24M 0.04%
179,556
+10,208
530
$6.18M 0.03%
43,265
+6,418
531
$6.18M 0.03%
153,504
+7,388
532
$6.14M 0.03%
134,142
-11,525
533
$6.12M 0.03%
52,450
+120
534
$6.11M 0.03%
40,273
+7,869
535
$6.1M 0.03%
32,115
-745
536
$6.09M 0.03%
5,705
+237
537
$6.07M 0.03%
121,423
+40,406
538
$6.04M 0.03%
112,085
+8,173
539
$6.01M 0.03%
79,277
+4,767
540
$5.96M 0.03%
102,987
+9,658
541
$5.95M 0.03%
33,087
+1,170
542
$5.95M 0.03%
97,387
+17,855
543
$5.92M 0.03%
1,671,590
-193,448
544
$5.92M 0.03%
55,219
+3,244
545
$5.91M 0.03%
231,035
+6,454
546
$5.88M 0.03%
61,495
-4,634
547
$5.88M 0.03%
371,112
+63,615
548
$5.86M 0.03%
115,829
+376
549
$5.86M 0.03%
51,966
+1,140
550
$5.84M 0.03%
109,656
+4,177
20 21
22
23 24