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
776
$3.51M 0.02%
269,886
-49,058
777
$3.5M 0.02%
253,330
-78,803
778
$3.5M 0.02%
31,922
-4,983
779
$3.47M 0.02%
69,719
+26,931
780
$3.45M 0.02%
50,219
-71
781
$3.45M 0.02%
67,295
+861
782
$3.44M 0.02%
1,093,740
-162,908
783
$3.44M 0.02%
519,021
+45,864
784
$3.43M 0.02%
66,026
+1,283
785
$3.42M 0.02%
173,641
-24,611
786
$3.4M 0.02%
72,315
+26,892
787
$3.4M 0.02%
45,737
-3,818
788
$3.39M 0.02%
43,019
+4,603
789
$3.38M 0.02%
39,698
-151
790
$3.38M 0.02%
113,816
-7,708
791
$3.38M 0.02%
22,898
+810
792
$3.37M 0.02%
837,545
-104,569
793
$3.35M 0.02%
46,703
+6,534
794
$3.31M 0.02%
159,266
+49,934
795
$3.31M 0.02%
191,282
+6,392
796
$3.3M 0.02%
103,941
+37,538
797
$3.3M 0.02%
50,422
+2,798
798
$3.28M 0.02%
126,910
-643
799
$3.27M 0.02%
46,569
+1,372
800
$3.27M 0.02%
58,708
-269
30 31
32
33 34