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
926
$2.36M 0.01%
80,336
+1,428
927
$2.35M 0.01%
34,775
-10,252
928
$2.35M 0.01%
127,528
-32,887
929
$2.35M 0.01%
108,342
-12,804
930
$2.35M 0.01%
11,762
+280
931
$2.34M 0.01%
19,904
-172
932
$2.32M 0.01%
10,448
+422
933
$2.31M 0.01%
150,009
+1,297
934
$2.3M 0.01%
59,653
+22,974
935
$2.3M 0.01%
52,945
-4,599
936
$2.3M 0.01%
40,511
+1,599
937
$2.29M 0.01%
65,057
+2,083
938
$2.28M 0.01%
104,358
+62,375
939
$2.28M 0.01%
27,251
+489
940
$2.28M 0.01%
89,670
-1,712
941
$2.25M 0.01%
20,461
-2,503
942
$2.24M 0.01%
27,047
+2,080
943
$2.24M 0.01%
24,932
+985
944
$2.24M 0.01%
86,591
+35,519
945
$2.24M 0.01%
30,727
-982
946
$2.23M 0.01%
28,662
+720
947
$2.22M 0.01%
31,089
-183
948
$2.22M 0.01%
45,975
-8,344
949
$2.22M 0.01%
39,801
-1,616
950
$2.22M 0.01%
34,245
+1,197
36 37
38
39 40