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
826
$2.69M 0.02%
187,803
+65,424
827
$2.69M 0.02%
24,873
+1,467
828
$2.67M 0.02%
45,178
+4,804
829
$2.66M 0.02%
38,047
+1,202
830
$2.64M 0.01%
23,038
-4,627
831
$2.64M 0.01%
21,898
-4,336
832
$2.63M 0.01%
25,780
+12
833
$2.63M 0.01%
71,412
+10,267
834
$2.63M 0.01%
62,323
+2,685
835
$2.62M 0.01%
63,113
+12,546
836
$2.61M 0.01%
35,421
+1,376
837
$2.61M 0.01%
81,767
+9,718
838
$2.58M 0.01%
134,884
+554
839
$2.58M 0.01%
56,154
+3,602
840
$2.58M 0.01%
86,883
+19,999
841
$2.57M 0.01%
63,845
+12,176
842
$2.57M 0.01%
134,724
-5,491
843
$2.57M 0.01%
6,037
+2,429
844
$2.57M 0.01%
66,207
+833
845
$2.57M 0.01%
66,416
+18,457
846
$2.56M 0.01%
58,360
-1,055
847
$2.56M 0.01%
122,280
+23,471
848
$2.55M 0.01%
105,744
+25,531
849
$2.54M 0.01%
26,806
+1,006
850
$2.52M 0.01%
32,586
-163
32 33
34
35 36