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
976
$740K 0.01%
+30,321
977
$738K 0.01%
+21,690
978
$736K 0.01%
+10,513
979
$735K 0.01%
+34,424
980
$729K 0.01%
+12,480
981
$726K 0.01%
+40,902
982
$723K 0.01%
+21,064
983
$722K 0.01%
+10,406
984
$720K 0.01%
+27,037
985
$716K 0.01%
+10,498
986
$716K 0.01%
+5,035
987
$714K 0.01%
+22,606
988
$712K 0.01%
+16,492
989
$712K 0.01%
+47,320
990
$709K 0.01%
+26,204
991
$706K 0.01%
+231,427
992
$705K 0.01%
+5,722
993
$704K 0.01%
+9,921
994
$703K 0.01%
+18,296
995
$703K 0.01%
+23,105
996
$702K 0.01%
+15,300
997
$700K 0.01%
+1,719
998
$700K 0.01%
+2,854
999
$699K 0.01%
+2,857
1000
$698K 0.01%
+21,403
38 39
40
41 42