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
1126
$1.33M 0.01%
29,554
+1,194
1127
$1.32M 0.01%
52,706
+1,978
1128
$1.32M 0.01%
11,783
+206
1129
$1.31M 0.01%
12,325
+873
1130
$1.31M 0.01%
20,350
+290
1131
$1.31M 0.01%
41,182
-123
1132
$1.31M 0.01%
35,760
+10,441
1133
$1.31M 0.01%
13,894
+1,075
1134
$1.3M 0.01%
20,259
-3,650
1135
$1.3M 0.01%
92,512
-17,701
1136
$1.29M 0.01%
69,693
-4,780
1137
$1.29M 0.01%
23,165
+1,269
1138
$1.29M 0.01%
9,674
-90
1139
$1.29M 0.01%
18,761
-841
1140
$1.29M 0.01%
32,697
-206
1141
$1.29M 0.01%
251,592
-1,831
1142
$1.28M 0.01%
53,119
-2,516
1143
$1.28M 0.01%
129,490
-2,283
1144
$1.28M 0.01%
35,013
-9,045
1145
$1.28M 0.01%
14,924
+824
1146
$1.27M 0.01%
46,993
-4,191
1147
$1.27M 0.01%
39,098
-1,558
1148
$1.27M 0.01%
27,079
+476
1149
$1.27M 0.01%
33,178
-898
1150
$1.27M 0.01%
75,335
-13,134
44 45
46
47 48