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
801
$2.86M 0.02%
22,738
-976
802
$2.85M 0.02%
102,243
+9,585
803
$2.83M 0.02%
115,441
+7,502
804
$2.83M 0.02%
82,159
+5,728
805
$2.82M 0.02%
36,284
-24,061
806
$2.81M 0.02%
99,812
+6,044
807
$2.81M 0.02%
98,278
-6,401
808
$2.8M 0.02%
28,589
-5,109
809
$2.79M 0.02%
75,985
-6,464
810
$2.77M 0.02%
141,517
+10,453
811
$2.77M 0.02%
42,220
-2,214
812
$2.76M 0.02%
297,159
-473
813
$2.76M 0.02%
75,138
+3,534
814
$2.75M 0.02%
114,570
+6,690
815
$2.75M 0.02%
10
816
$2.75M 0.02%
22,104
-865
817
$2.74M 0.02%
73,351
+3,759
818
$2.74M 0.02%
191,551
+2,066
819
$2.74M 0.02%
41,490
+411
820
$2.73M 0.02%
271,605
+16,178
821
$2.73M 0.02%
32,188
+954
822
$2.71M 0.02%
55,210
+895
823
$2.71M 0.02%
101,369
-602
824
$2.71M 0.02%
49,008
-75
825
$2.69M 0.02%
68,606
-1,489
31 32
33
34 35