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
576
$6.23M 0.03%
242,397
+22,568
577
$6.23M 0.03%
29,952
+202
578
$6.22M 0.03%
148,914
-11,136
579
$6.21M 0.03%
99,405
+7,704
580
$6.18M 0.03%
73,856
+37,521
581
$6.17M 0.03%
238,529
+103,164
582
$6.08M 0.03%
99,531
+8,726
583
$6.08M 0.03%
115,295
+1,952
584
$6.08M 0.03%
235,172
-7,541
585
$6.04M 0.03%
71,767
+572
586
$6.04M 0.03%
44,119
-11
587
$6.01M 0.03%
471,708
-6,416
588
$5.98M 0.03%
102,163
+25,303
589
$5.97M 0.03%
205,917
+29,231
590
$5.96M 0.03%
171,782
-11,566
591
$5.94M 0.03%
74,326
+4,419
592
$5.93M 0.03%
169,466
+22,128
593
$5.92M 0.03%
34,295
+3,321
594
$5.91M 0.03%
115,519
-33,372
595
$5.91M 0.03%
31,753
+1,205
596
$5.9M 0.03%
120,093
+263
597
$5.89M 0.03%
135,296
+3,200
598
$5.86M 0.03%
156,010
+34,468
599
$5.83M 0.03%
52,847
+4,919
600
$5.82M 0.03%
20,001
+2,295
22 23
24
25 26