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
926
$834K 0.01%
+25,360
927
$831K 0.01%
+11,815
928
$830K 0.01%
+35,764
929
$829K 0.01%
+55,659
930
$829K 0.01%
+11,889
931
$828K 0.01%
+10,753
932
$824K 0.01%
+26,103
933
$823K 0.01%
+16,261
934
$822K 0.01%
+9,872
935
$820K 0.01%
+16,646
936
$814K 0.01%
+18,228
937
$808K 0.01%
+35,593
938
$808K 0.01%
+18,671
939
$807K 0.01%
+11,826
940
$806K 0.01%
+19,399
941
$805K 0.01%
+31,033
942
$802K 0.01%
+19,933
943
$802K 0.01%
+63,347
944
$800K 0.01%
+45,403
945
$796K 0.01%
+10,920
946
$794K 0.01%
+18,734
947
$792K 0.01%
+34,597
948
$791K 0.01%
+55,584
949
$790K 0.01%
+52,996
950
$785K 0.01%
+15,944
36 37
38
39 40