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
1026
$654K 0.01%
+53,508
1027
$651K 0.01%
+12,227
1028
$651K 0.01%
+14,790
1029
$646K 0.01%
+2,698
1030
$643K 0.01%
+13,129
1031
$636K 0.01%
+15,178
1032
$634K 0.01%
+33,148
1033
$631K 0.01%
+23,639
1034
$631K 0.01%
+21,337
1035
$628K 0.01%
+14,976
1036
$625K 0.01%
+8,271
1037
$623K 0.01%
+29,436
1038
$622K 0.01%
+21,822
1039
$622K 0.01%
+18,547
1040
$617K 0.01%
+13,506
1041
$616K 0.01%
+11,013
1042
$613K 0.01%
+18,384
1043
$611K 0.01%
+19,483
1044
$610K 0.01%
+18,324
1045
$610K 0.01%
+5,024
1046
$606K 0.01%
+17,307
1047
$605K 0.01%
+8,565
1048
$604K 0.01%
+16,814
1049
$603K 0.01%
+4,686
1050
$602K 0.01%
+16,709
40 41
42
43 44