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
1151
$1.26M 0.01%
23,836
-2,746
1152
$1.26M 0.01%
43,357
-936
1153
$1.25M 0.01%
25,301
-300
1154
$1.25M 0.01%
43,502
+838
1155
$1.25M 0.01%
28,050
-839
1156
$1.25M 0.01%
116,701
+27,839
1157
$1.24M 0.01%
96,836
-9,256
1158
$1.24M 0.01%
20,428
-1,672
1159
$1.23M 0.01%
38,989
-1,245
1160
$1.23M 0.01%
10,613
-73
1161
$1.23M 0.01%
33,028
+605
1162
$1.23M 0.01%
21,103
+655
1163
$1.22M 0.01%
19,528
-485
1164
$1.22M 0.01%
25,377
+876
1165
$1.22M 0.01%
14,115
+1,214
1166
$1.22M 0.01%
145,229
-6,146
1167
$1.22M 0.01%
6,755
+476
1168
$1.21M 0.01%
129,890
+1,315
1169
$1.21M 0.01%
68,244
+3,873
1170
$1.21M 0.01%
50,519
-20,905
1171
$1.21M 0.01%
38,833
+12,126
1172
$1.2M 0.01%
33,848
+14,171
1173
$1.2M 0.01%
27,681
+8,803
1174
$1.2M 0.01%
10,676
+2,145
1175
$1.19M 0.01%
36,981
-347
45 46
47
48 49