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
1151
$465K 0.01%
+14,409
1152
$462K 0.01%
+21,380
1153
$462K 0.01%
+4,346
1154
$460K 0.01%
+31,804
1155
$459K 0.01%
+122,352
1156
$459K 0.01%
+8,168
1157
$459K 0.01%
+4,056
1158
$458K 0.01%
+32,560
1159
$457K 0.01%
+160,744
1160
$456K 0.01%
+30,334
1161
$456K 0.01%
+44,875
1162
$455K 0.01%
+7,578
1163
$454K 0.01%
+129,789
1164
$453K 0.01%
+22,128
1165
$451K 0.01%
+6,264
1166
$450K 0.01%
+32,133
1167
$449K 0.01%
+12,775
1168
$448K 0.01%
+9,642
1169
$446K 0.01%
+4,308
1170
$445K 0.01%
+5,146
1171
$444K 0.01%
+8,313
1172
$444K 0.01%
+43,578
1173
$441K 0.01%
+24,515
1174
$440K 0.01%
+4,104
1175
$439K 0.01%
+17,263
45 46
47
48 49