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
1201
$1.13M 0.01%
16,914
+1,414
1202
$1.12M 0.01%
32,227
+2,397
1203
$1.12M 0.01%
100,304
-31,290
1204
$1.12M 0.01%
25,174
+4,091
1205
$1.12M 0.01%
33,113
-126
1206
$1.12M 0.01%
13,258
+469
1207
$1.12M 0.01%
233,793
-22,690
1208
$1.11M 0.01%
39,531
-1,396
1209
$1.1M 0.01%
21,821
+865
1210
$1.1M 0.01%
16,696
+173
1211
$1.1M 0.01%
14,711
-418
1212
$1.09M 0.01%
61,105
-390
1213
$1.09M 0.01%
24,013
-1,717
1214
$1.09M 0.01%
22,214
+281
1215
$1.08M 0.01%
29,415
+2,811
1216
$1.08M 0.01%
7,104
+721
1217
$1.08M 0.01%
82,552
+29,820
1218
$1.08M 0.01%
28,840
+1,219
1219
$1.08M 0.01%
65,794
-15,482
1220
$1.08M 0.01%
10,940
+5,058
1221
$1.08M 0.01%
10,939
+2,581
1222
$1.08M 0.01%
37,745
-4,695
1223
$1.07M 0.01%
19,257
+219
1224
$1.07M 0.01%
16,063
-1,427
1225
$1.07M 0.01%
114,391
-12,622
47 48
49
50 51