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
951
$2.21M 0.01%
57,151
+459
952
$2.21M 0.01%
50,346
-4,614
953
$2.21M 0.01%
85,264
+55,432
954
$2.2M 0.01%
54,235
-19,084
955
$2.2M 0.01%
8,699
+597
956
$2.18M 0.01%
148,285
-54,377
957
$2.18M 0.01%
51,788
+6,250
958
$2.18M 0.01%
96,443
-9,761
959
$2.18M 0.01%
57,551
-2,640
960
$2.18M 0.01%
5,426
+2,263
961
$2.18M 0.01%
25,329
+2,780
962
$2.17M 0.01%
17,572
-308
963
$2.17M 0.01%
34,943
-2,297
964
$2.17M 0.01%
123,508
-27,628
965
$2.17M 0.01%
335,200
+48,300
966
$2.16M 0.01%
64,666
+26,731
967
$2.16M 0.01%
48,204
+3,956
968
$2.16M 0.01%
19,926
+63
969
$2.15M 0.01%
81,026
-26,344
970
$2.15M 0.01%
24,683
+1,372
971
$2.15M 0.01%
83,297
-43,139
972
$2.15M 0.01%
89,579
+18,892
973
$2.15M 0.01%
11,851
+2,147
974
$2.14M 0.01%
48,315
-6,147
975
$2.14M 0.01%
7,010
+423
37 38
39
40 41