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
901
$2.53M 0.01%
21,896
+3,784
902
$2.53M 0.01%
143,259
+4,659
903
$2.53M 0.01%
56,895
+24,389
904
$2.51M 0.01%
57,925
-427
905
$2.5M 0.01%
57,770
+1,264
906
$2.5M 0.01%
123,514
-4,376
907
$2.48M 0.01%
21,463
+261
908
$2.48M 0.01%
48,780
-5,404
909
$2.47M 0.01%
45,718
-191
910
$2.47M 0.01%
23,669
+3,904
911
$2.47M 0.01%
7,071
+156
912
$2.47M 0.01%
505,838
+239,627
913
$2.46M 0.01%
161,406
-180,374
914
$2.46M 0.01%
37,950
+526
915
$2.44M 0.01%
64,935
-1,538
916
$2.44M 0.01%
23,994
+581
917
$2.44M 0.01%
41,438
+740
918
$2.43M 0.01%
67,682
+2,086
919
$2.43M 0.01%
54,061
+6,302
920
$2.41M 0.01%
73,407
+4,294
921
$2.4M 0.01%
182,540
-23,157
922
$2.39M 0.01%
81,567
+3,101
923
$2.37M 0.01%
247,845
+69,158
924
$2.37M 0.01%
38,208
+528
925
$2.37M 0.01%
55,283
-13,439
35 36
37
38 39