AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Est. Return
31.39%
1 Year Est. Return
+31.39%
AUM
$33.8B
AUM Growth
+$4.19B
(+14%)
Holding
2,483
Top Buys
| 1 | +$58M | |
| 2 | +$52.4M | |
| 3 | +$18.3M | |
| 4 |
Microsoft
MSFT
|
+$17.5M |
| 5 |
Morgan Stanley
MS
|
+$14.2M |
Top Sells
| 1 | +$48.8M | |
| 2 | +$25.6M | |
| 3 | +$21.3M | |
| 4 |
Amazon
AMZN
|
+$16M |
| 5 |
Biogen
BIIB
|
+$11.7M |
Sector Composition
| 1 | Technology | 25.51% |
| 2 | Financials | 13.6% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Communication Services | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Trade Desk
TTD
$19B
| $10.2M | 0.03% |
126,780
+17,050
|
|
||
552
Dolby
DLB
$6.36B
| $10.1M | 0.03% |
104,225
+8,193
|
|
||
553
NIO
NIO
$12B
| $10M | 0.03% |
205,996
+110,882
|
|
||
554
Jacobs Solutions
J
$16.3B
| $10M | 0.03% |
111,374
+2,046
|
|
||
555
Autohome
ATHM
$2.75B
| $10M | 0.03% |
100,723
+17,764
|
|
||
556
AutoNation
AN
$7.75B
| $10M | 0.03% |
143,592
+14,638
|
|
||
557
Hologic
HOLX
$16.7B
| $10M | 0.03% |
137,474
+6,527
|
|
||
558
Diamondback Energy
FANG
$45.2B
| $10M | 0.03% |
206,616
+22,726
|
|
||
559
Seagate
STX
$55.3B
| $10M | 0.03% |
160,830
+18,247
|
|
||
560
Brookfield Renewable
BEPC
$7.07B
| $9.99M | 0.03% |
171,421
-53,912
|
|
||
561
Equity Residential
EQR
$23.5B
| $9.98M | 0.03% |
168,398
+22,484
|
|
||
562
HDFC Bank
HDB
$185B
| $9.97M | 0.03% |
276,064
-7,704
|
|
||
563
TC Energy
TRP
$55.7B
| $9.96M | 0.03% |
244,600
-55,376
|
|
||
564
Nokia
NOK
$34.4B
| $9.95M | 0.03% |
2,544,944
-615,839
|
|
||
565
Booz Allen Hamilton
BAH
$9.93B
| $9.95M | 0.03% |
114,136
-7,562
|
|
||
566
Plug Power
PLUG
$3.05B
| $9.92M | 0.03% |
292,597
-17,973
|
|
||
567
Liberty Broadband Class A
LBRDA
$6.6B
| $9.91M | 0.03% |
62,915
+4,374
|
|
||
|
DRE
568
DELISTED
Duke Realty Corp.
DRE
| $9.91M | 0.03% |
247,829
+12,007
|
|
||
569
Sociedad Química y Minera de Chile
SQM
$18.1B
| $9.89M | 0.03% |
201,378
+9,577
|
|
||
570
BorgWarner
BWA
$9.25B
| $9.88M | 0.03% |
290,491
+10,943
|
|
||
571
NXP Semiconductors
NXPI
$57B
| $9.87M | 0.03% |
62,053
+1,651
|
|
||
572
CarMax
KMX
$5.73B
| $9.84M | 0.03% |
104,171
+12,735
|
|
||
|
RDUS
573
DELISTED
Radius Recycling
RDUS
| $9.78M | 0.03% |
306,425
+3,171
|
|
||
574
Huntington Bancshares
HBAN
$26.8B
| $9.76M | 0.03% |
772,662
+20,323
|
|
||
575
Equifax
EFX
$25.8B
| $9.71M | 0.03% |
50,356
+946
|
|