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
1051
$1.82M 0.01%
28,349
+1,158
1052
$1.81M 0.01%
35,229
+8,973
1053
$1.8M 0.01%
25,053
+317
1054
$1.79M 0.01%
28,262
+2,216
1055
$1.79M 0.01%
21,284
+4,237
1056
$1.78M 0.01%
19,030
+910
1057
$1.77M 0.01%
55,571
+316
1058
$1.77M 0.01%
67,500
+5,300
1059
$1.76M 0.01%
21,692
+457
1060
$1.75M 0.01%
37,177
+918
1061
$1.75M 0.01%
56,262
-806
1062
$1.75M 0.01%
24,020
+1,092
1063
$1.74M 0.01%
84,843
+2,212
1064
$1.74M 0.01%
49,443
+11,407
1065
$1.73M 0.01%
30,878
+2,163
1066
$1.73M 0.01%
68,445
+1,587
1067
$1.72M 0.01%
14,595
-1,045
1068
$1.72M 0.01%
85,202
-6,296
1069
$1.72M 0.01%
32,368
+449
1070
$1.71M 0.01%
60,185
-2,909
1071
$1.69M 0.01%
93,081
+947
1072
$1.68M 0.01%
30,584
-570
1073
$1.67M 0.01%
113,794
+46,877
1074
$1.67M 0.01%
35,080
-1,008
1075
$1.66M 0.01%
89,364
+17,273
41 42
43
44 45