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
701
$3.77M 0.02%
80,356
+14,397
702
$3.75M 0.02%
170,947
+148,810
703
$3.75M 0.02%
68,543
-14,797
704
$3.74M 0.02%
79,135
+23,655
705
$3.73M 0.02%
59,138
+3,353
706
$3.73M 0.02%
60,290
-22,228
707
$3.71M 0.02%
63,047
+3,776
708
$3.71M 0.02%
78,751
-6,613
709
$3.71M 0.02%
103,233
-236
710
$3.7M 0.02%
95,193
+13,778
711
$3.7M 0.02%
22,899
+5,091
712
$3.69M 0.02%
137,102
+3,993
713
$3.68M 0.02%
104,703
+7,698
714
$3.67M 0.02%
75,638
+9,642
715
$3.64M 0.02%
843,832
+140,038
716
$3.64M 0.02%
120,308
+9,276
717
$3.62M 0.02%
36,343
+1,859
718
$3.62M 0.02%
162,548
+19,639
719
$3.6M 0.02%
344,420
+4,314
720
$3.6M 0.02%
33,980
+200
721
$3.6M 0.02%
51,854
-38,112
722
$3.59M 0.02%
545,407
-2,126
723
$3.55M 0.02%
244,721
+164,358
724
$3.55M 0.02%
98,790
+14,516
725
$3.54M 0.02%
80,418
+17,094
27 28
29
30 31