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
851
$1M 0.01%
+32,292
852
$1M 0.01%
+66,936
853
$999K 0.01%
+26,183
854
$998K 0.01%
+196,271
855
$989K 0.01%
+38,067
856
$987K 0.01%
+14,382
857
$987K 0.01%
+9,405
858
$980K 0.01%
+16,881
859
$979K 0.01%
+43,769
860
$975K 0.01%
+84,636
861
$972K 0.01%
+13,393
862
$971K 0.01%
+21,723
863
$968K 0.01%
+174,483
864
$967K 0.01%
+29,631
865
$964K 0.01%
+29,298
866
$964K 0.01%
+51,337
867
$956K 0.01%
+17,098
868
$955K 0.01%
+4,814
869
$953K 0.01%
+258,360
870
$950K 0.01%
+17,164
871
$946K 0.01%
+17,344
872
$946K 0.01%
+4,191
873
$942K 0.01%
+42,026
874
$941K 0.01%
+17,239
875
$941K 0.01%
+34,432
33 34
35
36 37