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
1101
$1.57M 0.01%
63,056
+5,383
1102
$1.56M 0.01%
14,540
-222
1103
$1.56M 0.01%
7,769
+722
1104
$1.56M 0.01%
38,085
+5,657
1105
$1.55M 0.01%
25,781
-259
1106
$1.55M 0.01%
11,751
+319
1107
$1.55M 0.01%
14,430
-174
1108
$1.54M 0.01%
8,234
-2,576
1109
$1.54M 0.01%
36,253
+236
1110
$1.54M 0.01%
13,576
+106
1111
$1.53M 0.01%
32,736
+399
1112
$1.52M 0.01%
45,422
-13,146
1113
$1.52M 0.01%
37,618
+14,697
1114
$1.51M 0.01%
174,992
-13,105
1115
$1.51M 0.01%
2,494
+1,304
1116
$1.5M 0.01%
140,460
+4,090
1117
$1.5M 0.01%
38,546
-60
1118
$1.5M 0.01%
18,444
+2,579
1119
$1.5M 0.01%
83,306
+3,897
1120
$1.5M 0.01%
14,386
+2,734
1121
$1.49M 0.01%
39,654
+3,486
1122
$1.49M 0.01%
296,795
+17,917
1123
$1.49M 0.01%
36,092
-690
1124
$1.49M 0.01%
20,170
+400
1125
$1.49M 0.01%
23,900
+80
43 44
45
46 47