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
601
$5.81M 0.03%
64,696
-8,097
602
$5.8M 0.03%
65,752
+4,290
603
$5.78M 0.03%
725,229
+43,603
604
$5.74M 0.03%
78,917
+11,169
605
$5.74M 0.03%
3,599
+277
606
$5.67M 0.03%
202,884
+26,131
607
$5.66M 0.03%
29,873
-1,674
608
$5.64M 0.03%
61,671
+25,178
609
$5.63M 0.03%
879,911
+58,409
610
$5.63M 0.03%
90,119
-10,158
611
$5.62M 0.03%
107,328
+12,887
612
$5.62M 0.03%
127,221
-6,389
613
$5.62M 0.03%
175,427
-4,514
614
$5.61M 0.03%
587,156
+69,119
615
$5.59M 0.03%
93,851
+6,231
616
$5.54M 0.03%
95,759
+7,141
617
$5.5M 0.03%
29,098
+7,550
618
$5.48M 0.03%
287,056
+26,121
619
$5.47M 0.03%
111,750
+13,119
620
$5.46M 0.03%
106,001
+278
621
$5.45M 0.03%
227,842
-12,232
622
$5.42M 0.03%
828,820
-94,810
623
$5.41M 0.03%
47,380
-1,511
624
$5.38M 0.03%
739,594
+64,914
625
$5.34M 0.03%
157,144
+33,704
23 24
25
26 27