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
976
$1.8M 0.01%
41,688
+18,012
977
$1.79M 0.01%
43,536
+372
978
$1.79M 0.01%
33,231
+516
979
$1.79M 0.01%
21,071
+12,210
980
$1.79M 0.01%
38,934
+3,219
981
$1.78M 0.01%
58,708
+4,318
982
$1.78M 0.01%
33,518
+13,766
983
$1.77M 0.01%
53,329
+3,721
984
$1.76M 0.01%
17,578
+5,209
985
$1.76M 0.01%
47,878
+6,490
986
$1.76M 0.01%
43,935
-954
987
$1.76M 0.01%
69,318
+14,344
988
$1.76M 0.01%
51,774
+3,006
989
$1.75M 0.01%
24,822
+1,942
990
$1.75M 0.01%
25,302
-350
991
$1.74M 0.01%
27,071
+857
992
$1.74M 0.01%
9,982
+1,187
993
$1.74M 0.01%
33,764
+1,064
994
$1.74M 0.01%
32,235
-1,260
995
$1.74M 0.01%
16,826
-164
996
$1.73M 0.01%
63,999
+31,038
997
$1.73M 0.01%
35,664
+11
998
$1.73M 0.01%
185,410
+51,554
999
$1.72M 0.01%
37,623
+233
1000
$1.72M 0.01%
65,413
-29
38 39
40
41 42