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
1176
$1.31M 0.01%
22,774
-3,493
1177
$1.31M 0.01%
60,633
-1,019
1178
$1.31M 0.01%
53,341
-19,727
1179
$1.31M 0.01%
77,243
+2,067
1180
$1.3M 0.01%
32,845
+714
1181
$1.3M 0.01%
32,987
+16,832
1182
$1.29M 0.01%
5,264
+500
1183
$1.29M 0.01%
40,680
+6,688
1184
$1.29M 0.01%
35,583
+2,520
1185
$1.29M 0.01%
68,967
+1,596
1186
$1.28M 0.01%
23,359
-3,600
1187
$1.28M 0.01%
26,102
+1,091
1188
$1.28M 0.01%
96,144
-2,288
1189
$1.28M 0.01%
29,370
-5,145
1190
$1.27M 0.01%
47,446
+8,315
1191
$1.27M 0.01%
86,642
+17,350
1192
$1.27M 0.01%
110,268
-2,900
1193
$1.27M 0.01%
79,313
+35,069
1194
$1.26M 0.01%
15,728
+2,453
1195
$1.26M 0.01%
37,710
+61
1196
$1.26M 0.01%
26,792
+2,024
1197
$1.26M 0.01%
52,028
-1,560
1198
$1.26M 0.01%
12,713
-404
1199
$1.25M 0.01%
41,316
-2,766
1200
$1.25M 0.01%
33,617
-2,632
46 47
48
49 50