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
1051
$601K 0.01%
+14,284
1052
$601K 0.01%
+3,405
1053
$600K 0.01%
+9,340
1054
$599K 0.01%
+42,521
1055
$598K 0.01%
+10,609
1056
$596K 0.01%
+12,539
1057
$596K 0.01%
+45,215
1058
$594K 0.01%
+24,418
1059
$590K 0.01%
+6,918
1060
$589K 0.01%
+14,768
1061
$589K 0.01%
+33,379
1062
$586K 0.01%
+6,445
1063
$585K 0.01%
+34,695
1064
$585K 0.01%
+19,024
1065
$583K 0.01%
+17,319
1066
$582K 0.01%
+15,110
1067
$582K 0.01%
+37,452
1068
$580K 0.01%
+11,476
1069
$579K 0.01%
+50,916
1070
$576K 0.01%
+6,882
1071
$575K 0.01%
+5,677
1072
$574K 0.01%
+38,344
1073
$572K 0.01%
+18,815
1074
$570K 0.01%
+28,736
1075
$569K 0.01%
+7,647
41 42
43
44 45