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
1076
$568K 0.01%
+108,220
1077
$568K 0.01%
+5,838
1078
$567K 0.01%
+11,686
1079
$567K 0.01%
+13,975
1080
$563K 0.01%
+4,826
1081
$558K 0.01%
+19,192
1082
$553K 0.01%
+19,706
1083
$553K 0.01%
+14,997
1084
$552K 0.01%
+27,563
1085
$551K 0.01%
+14,085
1086
$549K 0.01%
+30,459
1087
$547K 0.01%
+8,273
1088
$544K 0.01%
+26,162
1089
$544K 0.01%
+3,940
1090
$544K 0.01%
+82,594
1091
$542K 0.01%
+25,224
1092
$539K 0.01%
+7,742
1093
$539K 0.01%
+4,996
1094
$537K 0.01%
+12,185
1095
$536K 0.01%
+33,982
1096
$536K 0.01%
+49,267
1097
$534K 0.01%
+19,342
1098
$534K 0.01%
+11,147
1099
$532K 0.01%
+10,809
1100
$528K 0.01%
+7,980
42 43
44
45 46