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
1101
$526K 0.01%
+38,683
1102
$522K 0.01%
+455
1103
$521K 0.01%
+9,929
1104
$519K 0.01%
+10,025
1105
$518K 0.01%
+37,710
1106
$517K 0.01%
+16,080
1107
$515K 0.01%
+28,690
1108
$515K 0.01%
+8,399
1109
$515K 0.01%
+9,722
1110
$514K 0.01%
+109,689
1111
$513K 0.01%
+11,711
1112
$510K 0.01%
+11,357
1113
$509K 0.01%
+30,269
1114
$507K 0.01%
+37,713
1115
$506K 0.01%
+13,850
1116
$505K 0.01%
+28,989
1117
$505K 0.01%
+26,694
1118
$505K 0.01%
+12,816
1119
$503K 0.01%
+60,574
1120
$500K 0.01%
+20,094
1121
$500K 0.01%
+21,079
1122
$500K 0.01%
+25,154
1123
$498K 0.01%
+13,597
1124
$497K 0.01%
+17,816
1125
$496K 0.01%
+13,592
43 44
45
46 47