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
976
$2.14M 0.01%
47,437
-8,874
977
$2.13M 0.01%
24,266
-6,302
978
$2.13M 0.01%
53,054
-7,366
979
$2.13M 0.01%
49,605
-2,039
980
$2.13M 0.01%
36,038
-18,407
981
$2.12M 0.01%
121,289
-14,886
982
$2.12M 0.01%
64,718
+47,807
983
$2.12M 0.01%
37,351
-1,834
984
$2.11M 0.01%
127,226
+73,932
985
$2.11M 0.01%
46,178
-491
986
$2.11M 0.01%
45,855
+1,933
987
$2.11M 0.01%
29,935
+5,637
988
$2.1M 0.01%
30,109
+2,321
989
$2.1M 0.01%
61,444
-1,136
990
$2.09M 0.01%
68,199
+13,704
991
$2.09M 0.01%
13,342
+737
992
$2.09M 0.01%
26,763
+17
993
$2.08M 0.01%
35,956
+8,903
994
$2.08M 0.01%
44,909
+8,938
995
$2.06M 0.01%
34,371
+1,913
996
$2.05M 0.01%
55,743
+786
997
$2.04M 0.01%
12,070
+483
998
$2.04M 0.01%
61,283
-9,700
999
$2.04M 0.01%
18,253
+2,687
1000
$2.03M 0.01%
93,860
+33,359
38 39
40
41 42