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
876
$2.33M 0.01%
24,011
+103
877
$2.32M 0.01%
122,876
+60,234
878
$2.32M 0.01%
22,666
+1,272
879
$2.32M 0.01%
63,358
-528
880
$2.31M 0.01%
40,308
+3,076
881
$2.31M 0.01%
13,729
+531
882
$2.31M 0.01%
69,504
-14,603
883
$2.3M 0.01%
70,573
-434
884
$2.3M 0.01%
51,026
-6,332
885
$2.29M 0.01%
12,727
+2,221
886
$2.29M 0.01%
40,250
+4,469
887
$2.28M 0.01%
97,748
+3,336
888
$2.28M 0.01%
86,003
+11,393
889
$2.27M 0.01%
253,547
+39,076
890
$2.27M 0.01%
36,839
+2,285
891
$2.26M 0.01%
48,560
+1,054
892
$2.26M 0.01%
27,705
+291
893
$2.25M 0.01%
17,568
+113
894
$2.25M 0.01%
81,919
-4,669
895
$2.24M 0.01%
18,826
+784
896
$2.24M 0.01%
25,954
+1,759
897
$2.24M 0.01%
38,273
+20,145
898
$2.24M 0.01%
62,232
+7,429
899
$2.23M 0.01%
31,154
+33
900
$2.22M 0.01%
9,746
+1,160
34 35
36
37 38