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
101
$14.8M 0.21%
+427,661
102
$14.6M 0.21%
+291,830
103
$14.6M 0.2%
+216,500
104
$14.6M 0.2%
+82,408
105
$14.5M 0.2%
+885,315
106
$14.5M 0.2%
+227,890
107
$14.4M 0.2%
+267,948
108
$14.3M 0.2%
+228,251
109
$14.3M 0.2%
+242,617
110
$14.1M 0.2%
+399,961
111
$13.9M 0.2%
+824,917
112
$13.8M 0.19%
+534,028
113
$13.5M 0.19%
+276,481
114
$13.4M 0.19%
+192,646
115
$13.4M 0.19%
+87,086
116
$13.4M 0.19%
+150,227
117
$13.3M 0.19%
+902,659
118
$13.3M 0.19%
+197,782
119
$13.2M 0.19%
+133,744
120
$13.1M 0.18%
+100,313
121
$13.1M 0.18%
+133,787
122
$12.9M 0.18%
+113,557
123
$12.7M 0.18%
+347,468
124
$12.6M 0.18%
+256,466
125
$12.5M 0.18%
+2,253,534
3 4
5
6 7