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
851
$2.81M 0.01%
13,326
+3,467
852
$2.8M 0.01%
23,832
+2,711
853
$2.79M 0.01%
24,047
+1,245
854
$2.79M 0.01%
55,766
-358
855
$2.78M 0.01%
33,821
-1,039
856
$2.77M 0.01%
77,323
+7,400
857
$2.77M 0.01%
28,350
+2,927
858
$2.77M 0.01%
112,374
+7,002
859
$2.74M 0.01%
49,289
-49
860
$2.74M 0.01%
50,474
+21,816
861
$2.74M 0.01%
38,583
+149
862
$2.74M 0.01%
25,649
+37
863
$2.73M 0.01%
52,850
+15,477
864
$2.73M 0.01%
56,262
-13,288
865
$2.71M 0.01%
168,086
-249
866
$2.71M 0.01%
78,975
-3,181
867
$2.71M 0.01%
28,037
-685
868
$2.71M 0.01%
186,140
+121,405
869
$2.7M 0.01%
34,910
-1,417
870
$2.68M 0.01%
28,617
+942
871
$2.68M 0.01%
48,415
+1,993
872
$2.68M 0.01%
44,835
-6,144
873
$2.67M 0.01%
92,270
-8,210
874
$2.67M 0.01%
76,247
+314
875
$2.67M 0.01%
309,939
+143,917
33 34
35
36 37