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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71.6M 0.36%
556,772
+6,721
52
$71M 0.35%
511,359
+312
53
$69.4M 0.35%
698,590
+58,870
54
$68.8M 0.34%
1,546,906
+79,846
55
$67.8M 0.34%
1,550,011
-1,382,501
56
$66.8M 0.33%
1,322,100
-42,990
57
$66M 0.33%
482,829
-4,525
58
$64.9M 0.32%
295,192
+9,259
59
$64.7M 0.32%
219,070
+11,838
60
$64.6M 0.32%
495,287
+45,874
61
$64.3M 0.32%
298,107
+3,712
62
$62.4M 0.31%
938,678
+47,904
63
$62.2M 0.31%
287,709
+20,156
64
$61.8M 0.31%
793,538
+84,274
65
$61.1M 0.3%
180,833
+9,272
66
$61.1M 0.3%
29,355
+1,752
67
$60.9M 0.3%
962,579
+51,667
68
$60.5M 0.3%
906,234
+3,131
69
$59.5M 0.3%
993,096
+55,103
70
$58.4M 0.29%
310,022
-8,184
71
$58.1M 0.29%
893,098
-93,774
72
$57.1M 0.28%
720,915
+17,214
73
$56.9M 0.28%
2,224,692
+360,516
74
$56.6M 0.28%
224,675
+13,902
75
$56.5M 0.28%
650,873
+53,578
1 2
3
4 5