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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55.2M 0.27%
714,320
+52,654
77
$54M 0.27%
1,480,638
+20,120
78
$53M 0.26%
1,299,430
+41,812
79
$51.2M 0.25%
830,069
+42,048
80
$49.4M 0.25%
853,586
+59,090
81
$49.3M 0.25%
291,558
+12,214
82
$49M 0.24%
1,988,274
+193,076
83
$48.9M 0.24%
517,076
+82,317
84
$47.9M 0.24%
513,214
+10,458
85
$47.6M 0.24%
136,204
+5,615
86
$47.5M 0.24%
87,671
+13,813
87
$47.2M 0.23%
416,076
+1,853
88
$47.1M 0.23%
195,989
+8,177
89
$46.7M 0.23%
864,635
+24,683
90
$46.5M 0.23%
1,196,983
+135,909
91
$46.1M 0.23%
217,980
-9,371
92
$45.9M 0.23%
523,566
+11,054
93
$45.8M 0.23%
878,303
+113,861
94
$45.7M 0.23%
301,967
+7,099
95
$45.7M 0.23%
309,864
+9,958
96
$45.3M 0.23%
1,305,667
+252,557
97
$45.2M 0.22%
596,023
+25,261
98
$43.3M 0.22%
750,078
+142,959
99
$43.1M 0.21%
455,025
+5,817
100
$43M 0.21%
370,057
+21,966
2 3
4
5 6