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
801
$1.12M 0.02%
+122,048
802
$1.12M 0.02%
+53,111
803
$1.12M 0.02%
+15,868
804
$1.12M 0.02%
+6,801
805
$1.12M 0.02%
+98,689
806
$1.12M 0.02%
+22,808
807
$1.12M 0.02%
+209,316
808
– –
0
809
$1.11M 0.02%
+40,100
810
$1.11M 0.02%
+14,366
811
$1.11M 0.02%
+119,978
812
$1.11M 0.02%
+89,907
813
$1.11M 0.02%
+31,219
814
$1.11M 0.02%
+21,072
815
$1.11M 0.02%
+58,783
816
$1.1M 0.02%
+4,688
817
$1.1M 0.02%
+63,419
818
$1.1M 0.02%
+26,197
819
$1.1M 0.02%
+23,648
820
$1.1M 0.02%
+7,218
821
$1.1M 0.02%
+40,453
822
$1.09M 0.02%
+72,710
823
$1.09M 0.02%
+30,613
824
$1.08M 0.02%
+22,745
825
$1.07M 0.02%
+62,793
31 32
33
34 35