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
1076
$1.46M 0.01%
30,099
-4,404
1077
$1.45M 0.01%
32,274
+2,212
1078
$1.45M 0.01%
20,925
+476
1079
$1.45M 0.01%
7,776
+255
1080
$1.45M 0.01%
26,157
+36
1081
$1.44M 0.01%
30,187
+1,370
1082
$1.44M 0.01%
79,728
+516
1083
$1.44M 0.01%
58,431
-2,297
1084
$1.44M 0.01%
120,497
-3,865
1085
$1.43M 0.01%
25,604
-1,070
1086
$1.43M 0.01%
65,476
+8,079
1087
$1.43M 0.01%
81,870
+12,928
1088
$1.43M 0.01%
7,740
+289
1089
$1.43M 0.01%
29,000
-2,947
1090
$1.42M 0.01%
27,742
+1,696
1091
$1.42M 0.01%
70,210
-2,646
1092
$1.42M 0.01%
13,108
-1,548
1093
$1.42M 0.01%
141,435
+69,551
1094
$1.41M 0.01%
12,542
+226
1095
$1.41M 0.01%
97,585
-5,427
1096
$1.41M 0.01%
30,967
+4,645
1097
$1.41M 0.01%
48,685
-1,514
1098
$1.4M 0.01%
28,016
+761
1099
$1.4M 0.01%
13,412
-973
1100
$1.4M 0.01%
97,481
+44,364
42 43
44
45 46