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
1051
$1.53M 0.01%
65,471
-230
1052
$1.53M 0.01%
62,063
+1,155
1053
$1.53M 0.01%
40,847
+22,217
1054
$1.52M 0.01%
23,115
-220
1055
$1.52M 0.01%
26,485
-3,669
1056
$1.52M 0.01%
23,190
+2,038
1057
$1.52M 0.01%
29,694
-36
1058
$1.51M 0.01%
35,883
+165
1059
$1.51M 0.01%
36,257
+552
1060
$1.5M 0.01%
22,866
-3,693
1061
$1.5M 0.01%
15,213
+34
1062
$1.49M 0.01%
20,773
+271
1063
$1.49M 0.01%
27,404
-4,289
1064
$1.49M 0.01%
11,958
-231
1065
$1.49M 0.01%
26,303
+3,616
1066
$1.49M 0.01%
22,811
-17
1067
$1.48M 0.01%
50,510
+4,074
1068
$1.48M 0.01%
115,241
-3,362
1069
$1.48M 0.01%
41,016
+5,810
1070
$1.48M 0.01%
16,162
+85
1071
$1.48M 0.01%
11,944
-3,193
1072
$1.48M 0.01%
28,096
+276
1073
$1.47M 0.01%
17,650
+814
1074
$1.46M 0.01%
38,322
-2,195
1075
$1.46M 0.01%
73,840
-1,384
41 42
43
44 45