AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Est. Return
31.39%
1 Year Est. Return
+31.39%
AUM
$33.8B
AUM Growth
+$4.19B
(+14%)
Holding
2,483
Top Buys
| 1 | +$58M | |
| 2 | +$52.4M | |
| 3 | +$18.3M | |
| 4 |
Microsoft
MSFT
|
+$17.5M |
| 5 |
Morgan Stanley
MS
|
+$14.2M |
Top Sells
| 1 | +$48.8M | |
| 2 | +$25.6M | |
| 3 | +$21.3M | |
| 4 |
Amazon
AMZN
|
+$16M |
| 5 |
Biogen
BIIB
|
+$11.7M |
Sector Composition
| 1 | Technology | 25.51% |
| 2 | Financials | 13.6% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Communication Services | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
Vistra
VST
$58.2B
| $3.2M | 0.01% |
162,998
-6,073
|
|
||
1027
Icon
ICLR
$14.3B
| $3.2M | 0.01% |
16,417
+251
|
|
||
1028
Murphy USA
MUSA
$7.31B
| $3.2M | 0.01% |
24,427
-1,517
|
|
||
1029
Hancock Whitney
HWC
$5.26B
| $3.19M | 0.01% |
93,712
+4,505
|
|
||
|
REGI
1030
DELISTED
Renewable Energy Group, Inc.
REGI
| $3.17M | 0.01% |
44,824
-2,343
|
|
||
1031
LKQ Corp
LKQ
$7.51B
| $3.17M | 0.01% |
89,979
-9,686
|
|
||
1032
CF Industries
CF
$12.4B
| $3.15M | 0.01% |
81,406
-57
|
|
||
1033
Spotify
SPOT
$115B
| $3.14M | 0.01% |
9,989
+3,923
|
|
||
1034
Popular Inc
BPOP
$7.82B
| $3.14M | 0.01% |
55,717
-7,102
|
|
||
1035
Treehouse Foods
THS
$1.21B
| $3.14M | 0.01% |
73,850
+24,841
|
|
||
1036
Weibo
WB
$2.53B
| $3.14M | 0.01% |
76,543
+7,263
|
|
||
|
BBT
1037
Beacon Financial Corp
BBT
$2.18B
| $3.13M | 0.01% |
182,927
+4,574
|
|
||
1038
Artisan Partners
APAM
$2.99B
| $3.11M | 0.01% |
61,822
-1,219
|
|
||
1039
QuidelOrtho
QDEL
$1.87B
| $3.11M | 0.01% |
17,295
+2,239
|
|
||
1040
Webster Financial
WBS
$10B
| $3.1M | 0.01% |
73,533
+1,050
|
|
||
1041
DigitalBridge
DBRG
$1.8B
| $3.09M | 0.01% |
160,819
-10,130
|
|
||
|
WORK
1042
DELISTED
Slack Technologies, Inc.
WORK
| $3.09M | 0.01% |
73,075
+11,946
|
|
||
1043
Datadog
DDOG
$54.6B
| $3.09M | 0.01% |
31,346
+17,378
|
|
||
1044
Flowserve
FLS
$9.01B
| $3.08M | 0.01% |
83,708
-3,458
|
|
||
1045
Saia
SAIA
$8.69B
| $3.08M | 0.01% |
17,034
+338
|
|
||
1046
Commault Systems
CVLT
$5.47B
| $3.06M | 0.01% |
55,273
-5,194
|
|
||
1047
U-Haul Holding Co
UHAL
$10.2B
| $3.06M | 0.01% |
67,380
+12,190
|
|
||
1048
Herbalife
HLF
$1.29B
| $3.06M | 0.01% |
63,602
+3,913
|
|
||
1049
Papa John's
PZZA
$1.41B
| $3.05M | 0.01% |
35,967
+16,716
|
|
||
1050
Trinseo
TSE
$27.3M
| $3.04M | 0.01% |
59,284
-1,375
|
|