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
851
$2.52M 0.01%
33,794
+420
852
$2.52M 0.01%
146,967
-601
853
$2.51M 0.01%
35,314
+837
854
$2.49M 0.01%
115,500
+7,485
855
$2.48M 0.01%
22,329
-1,201
856
$2.47M 0.01%
19,888
-1,947
857
$2.47M 0.01%
35,597
+2,083
858
$2.46M 0.01%
74,584
-1,393
859
$2.46M 0.01%
10,439
-247
860
$2.43M 0.01%
31,846
+1,538
861
$2.42M 0.01%
20,456
+1,060
862
$2.41M 0.01%
122,587
-11,384
863
$2.41M 0.01%
170,946
+3,670
864
$2.41M 0.01%
+39,655
865
$2.4M 0.01%
48,629
-503
866
$2.39M 0.01%
56,023
-6,300
867
$2.38M 0.01%
80,272
+309
868
$2.38M 0.01%
79,330
+17,493
869
$2.36M 0.01%
61,234
+7
870
$2.36M 0.01%
33,505
+15,922
871
$2.36M 0.01%
140,973
+96,782
872
$2.35M 0.01%
247,933
+595
873
$2.34M 0.01%
151,295
-7,749
874
$2.34M 0.01%
83,624
-2,300
875
$2.34M 0.01%
48,501
-4,472
33 34
35
36 37