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
1001
$2.03M 0.01%
19,335
-1,198
1002
$2.03M 0.01%
69,504
+8,833
1003
$2.02M 0.01%
23,577
-1,310
1004
$2.02M 0.01%
40,425
-1,001
1005
$2.02M 0.01%
57,182
+5,805
1006
$2.02M 0.01%
18,131
-476
1007
$2.01M 0.01%
17,586
+827
1008
$2.01M 0.01%
33,988
+3,765
1009
$2M 0.01%
33,020
+885
1010
$1.99M 0.01%
14,959
+372
1011
$1.99M 0.01%
14,310
-319
1012
$1.99M 0.01%
177,412
-6,608
1013
$1.98M 0.01%
50,220
-546
1014
$1.97M 0.01%
27,829
+6,396
1015
$1.97M 0.01%
52,160
+651
1016
$1.96M 0.01%
83,337
+247
1017
$1.96M 0.01%
49,280
-1,646
1018
$1.94M 0.01%
123,912
-52,714
1019
$1.94M 0.01%
86,160
+49,064
1020
$1.93M 0.01%
84,014
-3,177
1021
$1.92M 0.01%
28,791
+8,292
1022
$1.92M 0.01%
70,961
-15,617
1023
$1.92M 0.01%
84,928
-2,644
1024
$1.92M 0.01%
13,112
+461
1025
$1.92M 0.01%
27,796
+801
39 40
41
42 43