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
726
$4.07M 0.02%
43,507
-5,451
727
$4.06M 0.02%
36,398
+4,416
728
$4.04M 0.02%
63,529
+2,368
729
$4.04M 0.02%
48,258
+6,906
730
$4.04M 0.02%
18,559
+1,147
731
$4.03M 0.02%
39,147
+707
732
$4.01M 0.02%
164,860
-29,452
733
$4M 0.02%
93,960
-18,312
734
$4M 0.02%
45,814
+1,776
735
$3.98M 0.02%
79,458
-2,732
736
$3.98M 0.02%
31,321
+10,172
737
$3.98M 0.02%
53,766
+1,641
738
$3.97M 0.02%
44,989
+978
739
$3.97M 0.02%
185,334
+4,294
740
$3.96M 0.02%
59,663
+1,589
741
$3.92M 0.02%
116,916
+33,897
742
$3.92M 0.02%
18,895
+2,238
743
$3.88M 0.02%
133,792
+48,992
744
$3.88M 0.02%
103,854
+29,612
745
$3.87M 0.02%
237,366
+80,428
746
$3.85M 0.02%
78,787
+3,243
747
$3.82M 0.02%
263,741
+15,228
748
$3.82M 0.02%
74,300
+40,685
749
$3.81M 0.02%
28,429
+781
750
$3.8M 0.02%
88,473
+20,985
28 29
30
31 32