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
751
$3.33M 0.02%
177,144
+61,851
752
$3.33M 0.02%
54,153
+14,851
753
$3.32M 0.02%
53,511
+475
754
$3.31M 0.02%
17,946
+585
755
$3.29M 0.02%
43,007
+1,536
756
$3.29M 0.02%
42,465
+16,623
757
$3.29M 0.02%
13,599
+571
758
$3.28M 0.02%
64,948
-9,356
759
$3.27M 0.02%
15,870
-2,070
760
$3.27M 0.02%
91,276
-6,882
761
$3.25M 0.02%
38,999
+2,791
762
$3.24M 0.02%
58,790
-1,082
763
$3.24M 0.02%
540,014
+37,715
764
$3.21M 0.02%
70,436
+5,103
765
$3.21M 0.02%
21,575
+1,276
766
$3.21M 0.02%
20,826
+3,051
767
$3.18M 0.02%
53,281
+7,870
768
$3.18M 0.02%
226,338
-11,600
769
$3.18M 0.02%
151,283
+2,551
770
$3.17M 0.02%
161,980
+1,252
771
$3.15M 0.02%
74,679
+3,757
772
$3.12M 0.02%
102,836
+23,384
773
$3.11M 0.02%
35,865
+7,547
774
$3.11M 0.02%
27,110
+1,820
775
$3.11M 0.02%
57,571
+2,931
29 30
31
32 33