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
$17.7B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$30.3M
3
+$26.2M
4
MSFT icon
Microsoft
MSFT
+$23.3M
5
META icon
Meta Platforms (Facebook)
META
+$18.5M

Top Sells

1
+$65.4M
2
+$45.1M
3
+$30.7M
4
PNRA
Panera Bread Co
PNRA
+$15.3M
5
MO icon
Altria Group
MO
+$14.3M

Sector Composition

1 Financials 17.84%
2 Technology 16.15%
3 Healthcare 13.58%
4 Industrials 9.4%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.61M 0.01%
109,114
-3,785
1027
$1.6M 0.01%
44,987
-4,429
1028
$1.6M 0.01%
58,172
+6,451
1029
$1.6M 0.01%
69,536
+6,299
1030
$1.59M 0.01%
36,116
+1,455
1031
$1.59M 0.01%
31,679
+452
1032
$1.59M 0.01%
21,193
+7,950
1033
$1.59M 0.01%
21,439
-1,765
1034
$1.58M 0.01%
61,758
+671
1035
$1.58M 0.01%
14,570
-468
1036
$1.58M 0.01%
62,787
-480
1037
$1.57M 0.01%
78,721
-12,282
1038
$1.57M 0.01%
31,821
+307
1039
$1.56M 0.01%
17,736
+5,284
1040
$1.56M 0.01%
40,361
+9,205
1041
$1.55M 0.01%
39,972
+1,408
1042
$1.55M 0.01%
42,818
+10,905
1043
$1.55M 0.01%
402,014
+10,130
1044
$1.55M 0.01%
23,545
-216
1045
$1.54M 0.01%
38,508
-258
1046
$1.54M 0.01%
22,112
-1,472
1047
$1.54M 0.01%
+37,115
1048
$1.54M 0.01%
63,557
+5,212
1049
$1.54M 0.01%
57,624
+2,317
1050
$1.54M 0.01%
27,341
+1,551
40 41
42
43 44