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
776
$1.19M 0.02%
+24,408
777
$1.18M 0.02%
+11,110
778
$1.18M 0.02%
+44,761
779
$1.18M 0.02%
+23,123
780
$1.18M 0.02%
+26,640
781
$1.17M 0.02%
+17,293
782
$1.17M 0.02%
+37,323
783
$1.17M 0.02%
+20,577
784
$1.16M 0.02%
+14,556
785
$1.16M 0.02%
+46,743
786
$1.16M 0.02%
+17,015
787
$1.16M 0.02%
+21,900
788
$1.16M 0.02%
+20,937
789
$1.15M 0.02%
+54,633
790
$1.15M 0.02%
+15,895
791
$1.15M 0.02%
+16,075
792
$1.15M 0.02%
+16,817
793
$1.14M 0.02%
+40,270
794
$1.14M 0.02%
+36,106
795
$1.14M 0.02%
+24,250
796
$1.14M 0.02%
+69,582
797
$1.14M 0.02%
+34,264
798
$1.13M 0.02%
+37,602
799
$1.13M 0.02%
+23,116
800
$1.12M 0.02%
+50,206
30 31
32
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