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
76
$17.2M 0.24%
+278,794
77
$17.1M 0.24%
+283,899
78
$16.6M 0.23%
+297,856
79
$16.5M 0.23%
+13,867
80
$16.4M 0.23%
+168,775
81
$16.3M 0.23%
+120,400
82
$16.2M 0.23%
+421,807
83
$16M 0.22%
+587,333
84
$15.8M 0.22%
+116,868
85
$15.8M 0.22%
+96,375
86
$15.7M 0.22%
+209,496
87
$15.6M 0.22%
+157,331
88
$15.6M 0.22%
+235,949
89
$15.5M 0.22%
+512,236
90
$15.5M 0.22%
+564,705
91
$15.3M 0.22%
+136,960
92
$15.3M 0.21%
+1,338,500
93
$15.3M 0.21%
+294,778
94
$15.2M 0.21%
+272,583
95
$15.2M 0.21%
+229,737
96
$15.1M 0.21%
+165,842
97
$15M 0.21%
+195,789
98
$14.9M 0.21%
+640,874
99
$14.9M 0.21%
+222,775
100
$14.8M 0.21%
+174,386
2 3
4
5 6