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
1151
$1.4M 0.01%
66,468
+1,119
1152
$1.39M 0.01%
142,385
+2,300
1153
$1.39M 0.01%
26,562
+355
1154
$1.39M 0.01%
11,277
+185
1155
$1.38M 0.01%
20,170
-127
1156
$1.37M 0.01%
14,511
-25
1157
$1.37M 0.01%
84,460
-3,150
1158
$1.37M 0.01%
7,801
+557
1159
$1.37M 0.01%
51,431
+23,429
1160
$1.36M 0.01%
32,684
+7
1161
$1.36M 0.01%
116,932
+56,228
1162
$1.35M 0.01%
26,922
-1,336
1163
$1.35M 0.01%
69,358
+21,858
1164
$1.35M 0.01%
82,532
+9,887
1165
$1.35M 0.01%
33,663
+979
1166
$1.34M 0.01%
13,043
+246
1167
$1.34M 0.01%
12,135
-488
1168
$1.33M 0.01%
42,848
+1,340
1169
$1.33M 0.01%
25,690
+4,122
1170
$1.33M 0.01%
58,382
-100
1171
$1.32M 0.01%
29,053
-882
1172
$1.32M 0.01%
18,217
+1,633
1173
$1.32M 0.01%
39,825
+8,630
1174
$1.32M 0.01%
89,124
+5,083
1175
$1.31M 0.01%
17,227
+725
45 46
47
48 49