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
726
$3.54M 0.02%
73,540
-942
727
$3.54M 0.02%
37,070
+2,827
728
$3.54M 0.02%
35,734
+2,124
729
$3.52M 0.02%
122,185
+51
730
$3.52M 0.02%
88,543
-4,386
731
$3.51M 0.02%
145,340
+10,697
732
$3.5M 0.02%
56,766
-3,131
733
$3.47M 0.02%
43,447
+3,065
734
$3.47M 0.02%
114,690
+12,055
735
$3.46M 0.02%
55,335
+4,446
736
$3.46M 0.02%
87,954
+1,500
737
$3.46M 0.02%
83,143
+9,958
738
$3.45M 0.02%
58,070
-13,628
739
$3.45M 0.02%
123,838
-15,281
740
$3.44M 0.02%
57,961
-317
741
$3.42M 0.02%
175,370
+4,003
742
$3.42M 0.02%
34,910
+6,519
743
$3.39M 0.02%
6,118
-116
744
$3.38M 0.02%
43,612
-9,397
745
$3.38M 0.02%
260,903
+27,115
746
$3.36M 0.02%
39,906
+7,202
747
$3.36M 0.02%
93,168
+10,497
748
$3.35M 0.02%
101,712
+22,290
749
$3.34M 0.02%
55,827
+1,253
750
$3.33M 0.02%
125,450
+10,536
28 29
30
31 32