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
1126
$1.48M 0.01%
246,345
-2,530
1127
$1.48M 0.01%
18,210
+1,690
1128
$1.48M 0.01%
52,454
+17,250
1129
$1.48M 0.01%
66,720
-1,580
1130
$1.47M 0.01%
16,540
+1,031
1131
$1.47M 0.01%
10,075
+748
1132
$1.46M 0.01%
22,492
-970
1133
$1.46M 0.01%
10,492
+1,303
1134
$1.45M 0.01%
50,001
+607
1135
$1.44M 0.01%
45,032
+6,136
1136
$1.44M 0.01%
79,933
+3,247
1137
$1.44M 0.01%
93,773
-3,177
1138
$1.43M 0.01%
48,405
-3,739
1139
$1.43M 0.01%
108,776
-12,547
1140
$1.43M 0.01%
20,545
+1,830
1141
$1.43M 0.01%
49,529
+1,541
1142
$1.42M 0.01%
86,426
+1,897
1143
$1.42M 0.01%
23,472
-1,828
1144
$1.41M 0.01%
10,975
-1,682
1145
$1.41M 0.01%
61,763
-2,296
1146
$1.4M 0.01%
57,847
+14,661
1147
$1.4M 0.01%
9,282
-5,773
1148
$1.4M 0.01%
69,004
+3,827
1149
$1.4M 0.01%
10,246
-520
1150
$1.4M 0.01%
20,029
+511
44 45
46
47 48