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
551
$5.82M 0.03%
68,876
+8,471
552
$5.81M 0.03%
55,621
+1,393
553
$5.78M 0.03%
43,858
+58
554
$5.77M 0.03%
281,356
+117,441
555
$5.77M 0.03%
329,095
+36,610
556
$5.76M 0.03%
103,435
+1,806
557
$5.74M 0.03%
117,746
-8,595
558
$5.69M 0.03%
98,235
+9,826
559
$5.68M 0.03%
170,199
+40,880
560
$5.66M 0.03%
94,628
-13,758
561
$5.66M 0.03%
22,136
+3,122
562
$5.66M 0.03%
129,747
+1,534
563
$5.65M 0.03%
150,571
-259
564
$5.65M 0.03%
57,447
+2,659
565
$5.65M 0.03%
226,482
+134,834
566
$5.63M 0.03%
538,772
+14,904
567
$5.59M 0.03%
107,217
+8,751
568
$5.58M 0.03%
204,380
+15,075
569
$5.55M 0.03%
31,406
-2,326
570
$5.54M 0.03%
228,266
+26,284
571
$5.53M 0.03%
177,956
+11,841
572
$5.52M 0.03%
549,749
+87,666
573
$5.47M 0.03%
196,518
+2,028
574
$5.47M 0.03%
45,721
+2,114
575
$5.46M 0.03%
40,031
+67
21 22
23
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