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
1176
$439K 0.01%
+15,015
1177
$439K 0.01%
+28,367
1178
$438K 0.01%
+19,050
1179
$438K 0.01%
+3,484
1180
$437K 0.01%
+15,087
1181
$436K 0.01%
+18,718
1182
$436K 0.01%
+7,093
1183
$436K 0.01%
+7,768
1184
$436K 0.01%
+129,504
1185
$434K 0.01%
+6,837
1186
$431K 0.01%
+22,700
1187
$429K 0.01%
+9,735
1188
$429K 0.01%
+13,687
1189
$429K 0.01%
+47,026
1190
$428K 0.01%
+5,893
1191
$427K 0.01%
+14,363
1192
$426K 0.01%
+16,724
1193
$426K 0.01%
+4,372
1194
$425K 0.01%
+5,969
1195
$425K 0.01%
+13,710
1196
$423K 0.01%
+51,216
1197
$420K 0.01%
+19,699
1198
$420K 0.01%
+52,686
1199
$418K 0.01%
+68,010
1200
$417K 0.01%
+25,403
46 47
48
49 50