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
776
$3.1M 0.02%
72,837
+3,465
777
$3.1M 0.02%
380,775
-99,144
778
$3.09M 0.02%
35,697
+4,104
779
$3.08M 0.02%
37,329
-979
780
$3.08M 0.02%
56,785
-4,354
781
$3.06M 0.02%
40,458
+47
782
$3.06M 0.02%
97,508
-30,785
783
$3.05M 0.02%
53,444
+12,374
784
$3.05M 0.02%
35,562
+3,937
785
$3.04M 0.02%
172,855
-20,061
786
$3.04M 0.02%
47,347
-7,753
787
$3.04M 0.02%
15,051
-494
788
$3.02M 0.02%
201,143
+47,042
789
$3.02M 0.02%
127,431
+1,800
790
$3.02M 0.02%
172,085
+4,623
791
$3M 0.02%
78,835
+4,855
792
$3M 0.02%
89,028
-80,108
793
$2.99M 0.02%
175,368
-3,394
794
$2.94M 0.02%
62,652
+4,730
795
$2.94M 0.02%
68,698
-6,566
796
$2.93M 0.02%
65,079
+2,205
797
$2.92M 0.02%
30,756
-2,118
798
$2.9M 0.02%
50,731
+748
799
$2.89M 0.02%
29,157
+7,286
800
$2.88M 0.02%
15,367
-242
30 31
32
33 34