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
826
$1.07M 0.02%
+235,824
827
$1.07M 0.02%
+10,052
828
$1.07M 0.02%
+41,254
829
$1.06M 0.02%
+21,016
830
$1.06M 0.02%
+31,376
831
$1.06M 0.02%
+24,439
832
$1.06M 0.01%
+8,962
833
$1.06M 0.01%
+20,716
834
$1.06M 0.01%
+2,065
835
$1.05M 0.01%
+24,586
836
$1.05M 0.01%
+79,575
837
$1.05M 0.01%
+18,882
838
$1.04M 0.01%
+5,645
839
$1.04M 0.01%
+34,448
840
$1.04M 0.01%
+28,440
841
$1.03M 0.01%
+40,124
842
$1.03M 0.01%
+264,949
843
$1.03M 0.01%
+51,522
844
$1.03M 0.01%
+11,800
845
$1.03M 0.01%
+57,849
846
$1.03M 0.01%
+15,441
847
$1.02M 0.01%
+49
848
$1.02M 0.01%
+9,649
849
$1.01M 0.01%
+8,254
850
$1.01M 0.01%
+47,617
32 33
34
35 36