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
801
$3.26M 0.02%
123,118
-97
802
$3.26M 0.02%
24,568
+7,570
803
$3.24M 0.02%
49,467
+591
804
$3.22M 0.02%
65,412
+3,160
805
$3.22M 0.02%
60,163
+2,718
806
$3.21M 0.02%
47,744
-8,897
807
$3.2M 0.02%
81,831
+9,511
808
$3.2M 0.02%
55,314
+764
809
$3.19M 0.02%
51,178
+1,900
810
$3.17M 0.02%
100,681
-21,105
811
$3.16M 0.02%
65,335
-215
812
$3.16M 0.02%
96,241
-1,690
813
$3.15M 0.02%
57,961
+154
814
$3.15M 0.02%
331,539
+17,612
815
$3.13M 0.02%
53,131
-7,291
816
$3.13M 0.02%
81,400
+10,105
817
$3.12M 0.02%
63,928
+13,706
818
$3.1M 0.02%
87,137
+5,260
819
$3.1M 0.02%
89,094
+766
820
$3.09M 0.02%
194,166
-15,455
821
$3.09M 0.02%
145,777
-15,507
822
$3.08M 0.02%
37,833
-718
823
$3.07M 0.02%
63,311
-2,772
824
$3.07M 0.02%
62,016
-5,218
825
$3.06M 0.02%
32,071
+5,019
31 32
33
34 35