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
951
$784K 0.01%
+11,731
952
$783K 0.01%
+17,985
953
$782K 0.01%
+10,856
954
$780K 0.01%
+28,737
955
$779K 0.01%
+93,127
956
$778K 0.01%
+6,857
957
$776K 0.01%
+22,719
958
$776K 0.01%
+49,272
959
$775K 0.01%
+17,845
960
$774K 0.01%
+77,525
961
$773K 0.01%
+31,212
962
$772K 0.01%
+24,793
963
$763K 0.01%
+7,697
964
$761K 0.01%
+11,636
965
$760K 0.01%
+7,034
966
$760K 0.01%
+16,418
967
$759K 0.01%
+25,292
968
$759K 0.01%
+15,054
969
$756K 0.01%
+21,357
970
$754K 0.01%
+54,656
971
$753K 0.01%
+16,022
972
$753K 0.01%
+31,584
973
$751K 0.01%
+71,827
974
$744K 0.01%
+18,133
975
$742K 0.01%
+67,117
37 38
39
40 41