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
651
$5.05M 0.03%
77,080
+21,345
652
$5.01M 0.02%
280,339
-810
653
$5.01M 0.02%
251,413
+55,036
654
$5.01M 0.02%
220,959
-3,335
655
$5M 0.02%
21,415
-529
656
$5M 0.02%
781,004
+222,621
657
$5M 0.02%
59,959
-5,760
658
$4.99M 0.02%
32,616
-3,367
659
$4.99M 0.02%
101,594
-13,546
660
$4.99M 0.02%
292,089
+30,860
661
$4.98M 0.02%
80,424
+645
662
$4.97M 0.02%
168,952
+31,991
663
$4.95M 0.02%
469,831
+15,022
664
$4.94M 0.02%
388,527
+65,106
665
$4.93M 0.02%
173,157
-15,491
666
$4.91M 0.02%
227,907
+13,986
667
$4.9M 0.02%
41,373
+10,476
668
$4.88M 0.02%
128,632
+150
669
$4.86M 0.02%
86,118
-27,877
670
$4.85M 0.02%
202,087
+4,901
671
$4.82M 0.02%
57,955
+22
672
$4.79M 0.02%
30,098
-3,634
673
$4.79M 0.02%
188,957
-67,107
674
$4.78M 0.02%
19,127
+235
675
$4.76M 0.02%
157,256
+25,601
25 26
27
28 29