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
1126
$496K 0.01%
+11,861
1127
$491K 0.01%
+9,007
1128
$490K 0.01%
+4,372
1129
$490K 0.01%
+33,464
1130
$490K 0.01%
+13,703
1131
$489K 0.01%
+23,418
1132
$489K 0.01%
+14,554
1133
$488K 0.01%
+7,870
1134
$486K 0.01%
+39,567
1135
$483K 0.01%
+11,469
1136
$483K 0.01%
+11,942
1137
$482K 0.01%
+6,602
1138
$481K 0.01%
+11,506
1139
$479K 0.01%
+4,613
1140
$478K 0.01%
+14,266
1141
$478K 0.01%
+10,436
1142
$477K 0.01%
+15,567
1143
$477K 0.01%
+5,704
1144
$476K 0.01%
+12,634
1145
$476K 0.01%
+28,203
1146
$476K 0.01%
+30,938
1147
$476K 0.01%
+12,925
1148
$473K 0.01%
+15,761
1149
$465K 0.01%
+22,328
1150
$465K 0.01%
+9,520
44 45
46
47 48