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
1026
$1.92M 0.01%
53,071
+2,980
1027
$1.92M 0.01%
31,376
+14,742
1028
$1.92M 0.01%
53,745
-29,088
1029
$1.9M 0.01%
26,348
+2,720
1030
$1.9M 0.01%
54,697
-16,567
1031
$1.9M 0.01%
21,141
-210
1032
$1.9M 0.01%
93,449
-3,638
1033
$1.9M 0.01%
14,057
+849
1034
$1.9M 0.01%
24,415
+191
1035
$1.89M 0.01%
10,117
-805
1036
$1.89M 0.01%
220,727
+86,030
1037
$1.88M 0.01%
49,232
-20,910
1038
$1.88M 0.01%
41,343
+6,353
1039
$1.88M 0.01%
195,688
+1,852
1040
$1.87M 0.01%
49,403
+5,916
1041
$1.87M 0.01%
38,362
+25,323
1042
$1.87M 0.01%
31,365
+2,623
1043
$1.86M 0.01%
76,021
-15,652
1044
$1.85M 0.01%
45,890
+5,962
1045
$1.85M 0.01%
35,757
-250
1046
$1.85M 0.01%
43,466
-1,361
1047
$1.83M 0.01%
23,968
+586
1048
$1.83M 0.01%
30,850
+2,226
1049
$1.82M 0.01%
74,557
+6,813
1050
$1.82M 0.01%
98,304
+22,728
40 41
42
43 44