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
901
$2.22M 0.01%
106,836
-22,322
902
$2.21M 0.01%
85,272
+40,125
903
$2.2M 0.01%
37,119
+10,449
904
$2.2M 0.01%
51,768
+6,948
905
$2.2M 0.01%
92,139
+40,266
906
$2.2M 0.01%
82,620
+38,791
907
$2.2M 0.01%
64,823
-30,292
908
$2.19M 0.01%
39,855
-3,781
909
$2.19M 0.01%
6,272
+341
910
$2.18M 0.01%
96,586
-94
911
$2.18M 0.01%
102,989
-10,750
912
$2.18M 0.01%
96,844
+192
913
$2.18M 0.01%
58,362
+15,301
914
$2.18M 0.01%
27,016
+831
915
$2.17M 0.01%
22,338
-177
916
$2.17M 0.01%
370,919
+35,102
917
$2.17M 0.01%
37,188
-1,064
918
$2.16M 0.01%
57,829
+7,274
919
$2.16M 0.01%
80,420
+5,530
920
$2.16M 0.01%
188,045
+7,129
921
$2.13M 0.01%
80,050
+46,926
922
$2.13M 0.01%
86,267
-8,555
923
$2.13M 0.01%
35,574
+5,535
924
$2.13M 0.01%
28,119
-9,022
925
$2.13M 0.01%
46,625
+7,435
35 36
37
38 39