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
1076
$1.66M 0.01%
57,955
+1,653
1077
$1.65M 0.01%
58,634
-349
1078
$1.65M 0.01%
63,604
+34,993
1079
$1.65M 0.01%
36,463
+891
1080
$1.65M 0.01%
16,375
-876
1081
$1.65M 0.01%
109,749
-23,948
1082
$1.64M 0.01%
133,606
+29,235
1083
$1.64M 0.01%
60,031
-14,732
1084
$1.64M 0.01%
33,836
-17,996
1085
$1.63M 0.01%
13,949
+355
1086
$1.63M 0.01%
35,355
+1,474
1087
$1.63M 0.01%
34,149
+701
1088
$1.63M 0.01%
13,611
+350
1089
$1.62M 0.01%
22,181
-684
1090
$1.62M 0.01%
571,172
-145,928
1091
$1.61M 0.01%
50,103
+426
1092
$1.61M 0.01%
26,895
-5,911
1093
$1.61M 0.01%
14,423
+259
1094
$1.6M 0.01%
25,070
+6,877
1095
$1.59M 0.01%
29,711
+5,643
1096
$1.58M 0.01%
102,928
+1,962
1097
$1.58M 0.01%
25,775
-2,476
1098
$1.58M 0.01%
2,618
+1,366
1099
$1.57M 0.01%
26,377
+990
1100
$1.57M 0.01%
21,557
+1,622
42 43
44
45 46