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
901
$884K 0.01%
+10,939
902
$884K 0.01%
+43,263
903
$883K 0.01%
+34,005
904
$881K 0.01%
+28,483
905
$879K 0.01%
+75,918
906
$877K 0.01%
+13,287
907
$876K 0.01%
+34,760
908
$875K 0.01%
+70,764
909
$873K 0.01%
+55,864
910
$870K 0.01%
+25,412
911
$869K 0.01%
+215,986
912
$869K 0.01%
+174,224
913
$868K 0.01%
+3,478
914
$867K 0.01%
+12,058
915
$864K 0.01%
+16,283
916
$861K 0.01%
+11,943
917
$860K 0.01%
+33,538
918
$858K 0.01%
+23,024
919
$857K 0.01%
+14,947
920
$856K 0.01%
+206,746
921
$854K 0.01%
+26,394
922
$854K 0.01%
+19,554
923
$853K 0.01%
+41,695
924
$843K 0.01%
+14,907
925
$836K 0.01%
+24,110
35 36
37
38 39