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
751
$3.79M 0.02%
108,892
-28,415
752
$3.78M 0.02%
257,857
-76,612
753
$3.77M 0.02%
74,584
+2,320
754
$3.76M 0.02%
90,271
-5,572
755
$3.76M 0.02%
98,151
+50,626
756
$3.76M 0.02%
56,959
+1,882
757
$3.76M 0.02%
16,093
+4,740
758
$3.75M 0.02%
330,040
+38,918
759
$3.74M 0.02%
115,720
+17,421
760
$3.73M 0.02%
69,363
+23,894
761
$3.71M 0.02%
187,111
+134,798
762
$3.71M 0.02%
14,552
+986
763
$3.68M 0.02%
90,611
+3,753
764
$3.66M 0.02%
82,462
-5,350
765
$3.65M 0.02%
53,316
-1,264
766
$3.65M 0.02%
119,811
-411
767
$3.64M 0.02%
74,511
+11,326
768
$3.61M 0.02%
88,455
+1,823
769
$3.61M 0.02%
42,363
-5,290
770
$3.57M 0.02%
5,803
-105
771
$3.55M 0.02%
51,697
+3,305
772
$3.53M 0.02%
57,527
+5,129
773
$3.53M 0.02%
17,419
+3,945
774
$3.52M 0.02%
107,371
-2,848
775
$3.52M 0.02%
33,741
+4,959
29 30
31
32 33