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
876
$2.67M 0.01%
29,107
+839
877
$2.66M 0.01%
42,958
-9,349
878
$2.66M 0.01%
136,312
+85,907
879
$2.65M 0.01%
43,730
-23,011
880
$2.65M 0.01%
38,184
-7,308
881
$2.64M 0.01%
26,870
+12,074
882
$2.64M 0.01%
36,522
+2,187
883
$2.64M 0.01%
76,048
+8,249
884
$2.64M 0.01%
317,391
+23,027
885
$2.63M 0.01%
35,136
+5,031
886
$2.63M 0.01%
139,744
-5,633
887
$2.63M 0.01%
24,755
+33
888
$2.63M 0.01%
57,437
+266
889
$2.59M 0.01%
77,356
-8,857
890
$2.59M 0.01%
22,458
-214
891
$2.59M 0.01%
66,298
-8,952
892
$2.57M 0.01%
474,070
+107,040
893
$2.57M 0.01%
26,023
-29,243
894
$2.57M 0.01%
20,565
+1,269
895
$2.57M 0.01%
19,360
+1,123
896
$2.56M 0.01%
222,643
+55,127
897
$2.56M 0.01%
44,698
-660
898
$2.55M 0.01%
147,731
+35,669
899
$2.55M 0.01%
44,783
-9,142
900
$2.54M 0.01%
88,460
-7,323
34 35
36
37 38