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 17.53%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$6.75M 0.03%
363,276
-2,354
552
$6.74M 0.03%
111,042
+4,663
553
$6.72M 0.03%
174,544
+33,035
554
$6.66M 0.03%
146,265
+7,367
555
$6.65M 0.03%
43,941
-326
556
$6.65M 0.03%
343,893
+42,471
557
$6.63M 0.03%
312,808
-3,663
558
$6.62M 0.03%
72,441
-5,494
559
$6.61M 0.03%
116,763
+5,925
560
$6.61M 0.03%
484,452
+25,284
561
$6.6M 0.03%
25,620
+1,427
562
$6.59M 0.03%
66,965
+4,191
563
$6.51M 0.03%
423,981
+26,564
564
$6.46M 0.03%
126,033
-2,234
565
$6.45M 0.03%
127,500
+34,398
566
$6.45M 0.03%
597,884
+31,804
567
$6.45M 0.03%
60,662
-1,214
568
$6.38M 0.03%
216,174
-31,476
569
$6.37M 0.03%
1,711,578
+204,183
570
$6.34M 0.03%
223,997
-70,817
571
$6.32M 0.03%
184,395
-10,047
572
$6.32M 0.03%
148,148
+3,596
573
$6.28M 0.03%
308,424
+50,991
574
$6.28M 0.03%
211,059
+9,835
575
$6.24M 0.03%
133,880
+39,841
21 22
23
24 25