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
826
$3.03M 0.02%
165,476
+3,907
827
$3.03M 0.02%
113,913
-15,520
828
$3.02M 0.02%
26,839
+3,725
829
$3.02M 0.02%
25,640
+426
830
$3.02M 0.02%
20,200
+2,774
831
$3.01M 0.02%
197,461
+92,556
832
$3M 0.01%
2,456
+581
833
$3M 0.01%
112,245
-1,489
834
$2.99M 0.01%
30,039
+3,637
835
$2.99M 0.01%
10
836
$2.98M 0.01%
21,898
+683
837
$2.98M 0.01%
93,920
-15,527
838
$2.98M 0.01%
73,465
-1,714
839
$2.93M 0.01%
143,110
-17,568
840
$2.93M 0.01%
52,252
-2,387
841
$2.9M 0.01%
94,028
-22,204
842
$2.9M 0.01%
24,759
+1,627
843
$2.89M 0.01%
287,865
+359
844
$2.87M 0.01%
105,368
+220
845
$2.86M 0.01%
33,362
+488
846
$2.85M 0.01%
76,167
-208
847
$2.85M 0.01%
44,067
+2,941
848
$2.84M 0.01%
178,208
+53,392
849
$2.84M 0.01%
88,974
-5,863
850
$2.83M 0.01%
23,797
+2,719
32 33
34
35 36