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
1001
$695K 0.01%
+9,747
1002
$695K 0.01%
+19,502
1003
$694K 0.01%
+38,326
1004
$692K 0.01%
+28,044
1005
$690K 0.01%
+38,566
1006
$689K 0.01%
+7,258
1007
$685K 0.01%
+8,304
1008
$681K 0.01%
+26,690
1009
$680K 0.01%
+169,689
1010
$680K 0.01%
+9,106
1011
$680K 0.01%
+38,213
1012
$678K 0.01%
+12,546
1013
$676K 0.01%
+25,185
1014
$674K 0.01%
+22,288
1015
$672K 0.01%
+16,216
1016
$666K 0.01%
+35,650
1017
$665K 0.01%
+26,890
1018
$665K 0.01%
+9,766
1019
$662K 0.01%
+20,444
1020
$662K 0.01%
+3,895
1021
$662K 0.01%
+8,382
1022
$662K 0.01%
+78,210
1023
$661K 0.01%
+23,193
1024
$658K 0.01%
+20,748
1025
$657K 0.01%
+18,766
39 40
41
42 43