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
1101
$1.4M 0.01%
24,138
+1,682
1102
$1.39M 0.01%
19,725
-5,019
1103
$1.39M 0.01%
8,642
+2,563
1104
$1.39M 0.01%
15,753
+1,317
1105
$1.39M 0.01%
6,865
+156
1106
$1.38M 0.01%
8,744
+48
1107
$1.38M 0.01%
10,511
-33
1108
$1.38M 0.01%
64,263
-49,845
1109
$1.38M 0.01%
25,147
+9,059
1110
$1.38M 0.01%
49,559
+98
1111
$1.37M 0.01%
14,394
-1,172
1112
$1.36M 0.01%
124,751
+43,610
1113
$1.35M 0.01%
74,800
-8,729
1114
$1.35M 0.01%
52,177
+5,837
1115
$1.35M 0.01%
28,144
-474
1116
$1.35M 0.01%
102,192
-680
1117
$1.35M 0.01%
75,633
+7,052
1118
$1.35M 0.01%
13,368
-142
1119
$1.34M 0.01%
21,912
-412
1120
$1.34M 0.01%
96,147
-9,627
1121
$1.34M 0.01%
20,120
+377
1122
$1.34M 0.01%
215,600
-144,502
1123
$1.34M 0.01%
10,380
+695
1124
$1.33M 0.01%
25,612
+1,273
1125
$1.33M 0.01%
44,076
+4,364
43 44
45
46 47