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
676
$4.76M 0.02%
138,430
-36,237
677
$4.76M 0.02%
167,683
+56,047
678
$4.73M 0.02%
179,458
-40,384
679
$4.72M 0.02%
204,915
+25,741
680
$4.71M 0.02%
74,416
-2,465
681
$4.69M 0.02%
51,345
+5,543
682
$4.69M 0.02%
50,615
-3,424
683
$4.68M 0.02%
93,003
-4,820
684
$4.67M 0.02%
454,126
+33,783
685
$4.64M 0.02%
44,146
+5,096
686
$4.64M 0.02%
87,990
-9,377
687
$4.6M 0.02%
94,373
-6,549
688
$4.58M 0.02%
348,651
+36,398
689
$4.55M 0.02%
39,361
+3,674
690
$4.54M 0.02%
95,528
+2,759
691
$4.54M 0.02%
43,663
+3,329
692
$4.53M 0.02%
109,567
+43,125
693
$4.5M 0.02%
148,740
+31,392
694
$4.49M 0.02%
21,984
-160
695
$4.44M 0.02%
47,913
+5,094
696
$4.43M 0.02%
18,444
+2,202
697
$4.42M 0.02%
51,244
+5,921
698
$4.42M 0.02%
236,581
-24,560
699
$4.41M 0.02%
59,881
+5,489
700
$4.38M 0.02%
113,958
-9,175
26 27
28
29 30