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
751
$1.29M 0.02%
+26,722
752
$1.28M 0.02%
+28,632
753
$1.27M 0.02%
+75,472
754
$1.27M 0.02%
+25,788
755
$1.27M 0.02%
+22,797
756
$1.26M 0.02%
+110,426
757
$1.26M 0.02%
+11,921
758
$1.26M 0.02%
+28,064
759
$1.25M 0.02%
+99,729
760
$1.25M 0.02%
+10,447
761
$1.25M 0.02%
+33,468
762
$1.25M 0.02%
+32,109
763
$1.23M 0.02%
+25,366
764
$1.23M 0.02%
+11,015
765
$1.23M 0.02%
+287,927
766
$1.23M 0.02%
+33,243
767
$1.22M 0.02%
+23,065
768
$1.22M 0.02%
+17,683
769
$1.22M 0.02%
+56,253
770
$1.21M 0.02%
+46,964
771
$1.21M 0.02%
+36,305
772
$1.21M 0.02%
+21,659
773
$1.2M 0.02%
+12,031
774
$1.2M 0.02%
+51,940
775
$1.19M 0.02%
+31,600
29 30
31
32 33