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
676
$4M 0.02%
192,664
+56,791
677
$4M 0.02%
36,343
+3,454
678
$3.99M 0.02%
125,034
+7,415
679
$3.99M 0.02%
52,256
-953
680
$3.98M 0.02%
300,450
+23,362
681
$3.97M 0.02%
32,707
+612
682
$3.97M 0.02%
121,364
+5,724
683
$3.93M 0.02%
264,586
-70,815
684
$3.91M 0.02%
20,498
+812
685
$3.89M 0.02%
20,507
-3,108
686
$3.88M 0.02%
43,660
-1,834
687
$3.87M 0.02%
450,900
-1,956
688
$3.87M 0.02%
136,585
-33,400
689
$3.87M 0.02%
26,122
+5,391
690
$3.85M 0.02%
302,116
-2,369
691
$3.85M 0.02%
121,742
-922
692
$3.83M 0.02%
302,635
+82,990
693
$3.83M 0.02%
321,620
+6,574
694
$3.83M 0.02%
21,380
-28
695
$3.82M 0.02%
44,092
-16,527
696
$3.79M 0.02%
344,245
+12,951
697
$3.79M 0.02%
90,955
-3,969
698
$3.79M 0.02%
196,978
-3,275
699
$3.77M 0.02%
427,460
+122,802
700
$3.77M 0.02%
57,116
+12,167
26 27
28
29 30