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
951
$1.93M 0.01%
116,849
-8,847
952
$1.93M 0.01%
248,354
+15,368
953
$1.92M 0.01%
16,457
+213
954
$1.92M 0.01%
17,536
-747
955
$1.91M 0.01%
41,488
-990
956
$1.91M 0.01%
51,395
+16,626
957
$1.9M 0.01%
94,840
-6,125
958
$1.9M 0.01%
122,712
-177,096
959
$1.9M 0.01%
27,329
+899
960
$1.9M 0.01%
17,790
+1,386
961
$1.89M 0.01%
16,815
+1,472
962
$1.88M 0.01%
34,538
+6,347
963
$1.88M 0.01%
43,411
+4,036
964
$1.87M 0.01%
70,139
+5,191
965
$1.87M 0.01%
43,440
+26,780
966
$1.86M 0.01%
29,480
-154
967
$1.86M 0.01%
51,461
+10,245
968
$1.86M 0.01%
44,172
-19,062
969
$1.84M 0.01%
23,758
-1,909
970
$1.84M 0.01%
55,928
-1,074
971
$1.83M 0.01%
23,717
+1,036
972
$1.82M 0.01%
13,693
-91
973
$1.81M 0.01%
29,688
+1,928
974
$1.81M 0.01%
17,258
-154
975
$1.8M 0.01%
64,555
+11,003
37 38
39
40 41