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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$103M
3
+$84M
4
MSFT icon
Microsoft
MSFT
+$80.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M

Top Sells

1
+$2.91M
2
+$1.04M
3
+$768K
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$435K
5
CLNE icon
Clean Energy Fuels
CLNE
+$343K

Sector Composition

1 Financials 15.02%
2 Healthcare 12.27%
3 Technology 11.74%
4 Industrials 8.57%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.6M 0.32%
+603,504
52
$22.6M 0.32%
+515,361
53
$22.4M 0.31%
+318,252
54
$22.3M 0.31%
+696,902
55
$21.8M 0.31%
+320,791
56
$21.6M 0.3%
+329,952
57
$21.6M 0.3%
+324,018
58
$21.2M 0.3%
+169,105
59
$20.7M 0.29%
+398,982
60
$19.6M 0.28%
+262,044
61
$19.4M 0.27%
+299,238
62
$19.1M 0.27%
+621,581
63
$19M 0.27%
+170,759
64
$18.9M 0.27%
+2,177,548
65
$18.8M 0.26%
+365,494
66
$18.6M 0.26%
+1,178,085
67
$18.5M 0.26%
+397,284
68
$18.3M 0.26%
+59,879
69
$18.2M 0.26%
+205,647
70
$18.2M 0.26%
+347,185
71
$17.9M 0.25%
+381,463
72
$17.5M 0.25%
+473,310
73
$17.5M 0.25%
+165,103
74
$17.3M 0.24%
+365,787
75
$17.2M 0.24%
+537,452
1 2
3
4 5