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
1176
$1.19M 0.01%
95,535
-15,677
1177
$1.19M 0.01%
53,746
+2,390
1178
$1.19M 0.01%
31,318
+11,119
1179
$1.19M 0.01%
36,816
-2,379
1180
$1.19M 0.01%
15,403
+1,971
1181
$1.19M 0.01%
6,053
-52
1182
$1.18M 0.01%
25,518
+728
1183
$1.18M 0.01%
25,522
+5,160
1184
$1.18M 0.01%
14,965
+684
1185
$1.18M 0.01%
+34,505
1186
$1.18M 0.01%
25,583
+9,615
1187
$1.17M 0.01%
13,183
-84
1188
$1.16M 0.01%
70,385
-28,909
1189
$1.16M 0.01%
57,071
+1,785
1190
$1.16M 0.01%
36,295
+10,977
1191
$1.15M 0.01%
39,749
-855
1192
$1.15M 0.01%
25,627
-1,414
1193
$1.15M 0.01%
42,722
-3,481
1194
$1.15M 0.01%
118,676
-8,196
1195
$1.15M 0.01%
16,921
-4,468
1196
$1.14M 0.01%
38,432
+4,297
1197
$1.14M 0.01%
82,298
+6,834
1198
$1.13M 0.01%
16,532
-1,728
1199
$1.13M 0.01%
18,662
+62
1200
$1.13M 0.01%
14,006
+171
46 47
48
49 50