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
926
$2.12M 0.01%
74,650
+11,498
927
$2.12M 0.01%
29,305
+3,503
928
$2.09M 0.01%
56,008
+7,684
929
$2.09M 0.01%
15,705
-303
930
$2.07M 0.01%
19,632
+3,492
931
$2.06M 0.01%
55,377
+5,251
932
$2.06M 0.01%
+193,731
933
$2.03M 0.01%
88,489
-3,307
934
$2.03M 0.01%
23,114
+1,137
935
$2.03M 0.01%
49,358
-2,015
936
$2.01M 0.01%
326,250
-171,200
937
$2.01M 0.01%
11,713
+1,106
938
$2M 0.01%
1,752
+15
939
$2M 0.01%
54,948
+258
940
$2M 0.01%
48,188
+2,031
941
$1.99M 0.01%
30,816
-3,206
942
$1.99M 0.01%
16,908
+823
943
$1.98M 0.01%
101,183
-33,627
944
$1.97M 0.01%
128,336
-11,909
945
$1.97M 0.01%
44,577
-7,111
946
$1.95M 0.01%
21,316
-1,516
947
$1.95M 0.01%
44,811
+762
948
$1.95M 0.01%
28,316
+3,184
949
$1.95M 0.01%
12,569
-1,061
950
$1.94M 0.01%
4,803
+2,263
36 37
38
39 40