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
1201
$1.25M 0.01%
17,980
-889
1202
$1.25M 0.01%
20,136
-498
1203
$1.25M 0.01%
6,141
+1,347
1204
$1.25M 0.01%
56,608
-15,045
1205
$1.25M 0.01%
30,303
+4,398
1206
$1.25M 0.01%
85,983
-39,606
1207
$1.24M 0.01%
35,757
+733
1208
$1.24M 0.01%
44,140
+11,263
1209
$1.24M 0.01%
13,769
+950
1210
$1.24M 0.01%
33,429
+1,004
1211
$1.24M 0.01%
52,138
-5
1212
$1.23M 0.01%
25,076
+10,267
1213
$1.23M 0.01%
8,690
+68
1214
$1.23M 0.01%
42,150
-423
1215
$1.23M 0.01%
24,133
-11,399
1216
$1.23M 0.01%
16,347
+563
1217
$1.23M 0.01%
14,266
+145
1218
$1.23M 0.01%
10,065
-1,058
1219
$1.22M 0.01%
54,086
-1,504
1220
$1.22M 0.01%
55,029
-5,577
1221
$1.22M 0.01%
62,902
+5,060
1222
$1.21M 0.01%
31,044
+631
1223
$1.21M 0.01%
128,207
-131,704
1224
$1.21M 0.01%
35,767
+5,657
1225
$1.2M 0.01%
104,058
-10,604
47 48
49
50 51