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
701
$4.38M 0.02%
140,703
-6,016
702
$4.38M 0.02%
116,168
+2,954
703
$4.38M 0.02%
99,458
-19,134
704
$4.33M 0.02%
28,422
+2,135
705
$4.32M 0.02%
53,223
-347
706
$4.3M 0.02%
118,660
+14,410
707
$4.3M 0.02%
21,031
+1,578
708
$4.29M 0.02%
35,885
-696
709
$4.27M 0.02%
222,241
-13,713
710
$4.27M 0.02%
296,343
+88,986
711
$4.26M 0.02%
49,615
+10,506
712
$4.26M 0.02%
6,205
-241
713
$4.25M 0.02%
56,075
-960
714
$4.23M 0.02%
64,021
-5,655
715
$4.23M 0.02%
24,781
+35
716
$4.22M 0.02%
15,477
+221
717
$4.21M 0.02%
83,670
-5,911
718
$4.21M 0.02%
75,950
+59,071
719
$4.21M 0.02%
266,214
-1,758
720
$4.19M 0.02%
172,537
+19,734
721
$4.18M 0.02%
62,863
+7,845
722
$4.16M 0.02%
93,979
+12,848
723
$4.14M 0.02%
66,195
+3,366
724
$4.12M 0.02%
381,476
+39,936
725
$4.08M 0.02%
43,626
-9,459
27 28
29
30 31