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
101
$38.1M 0.22%
645,371
+56,177
102
$37.7M 0.21%
410,026
+57,713
103
$37.6M 0.21%
1,365,394
+951,959
104
$37.6M 0.21%
166,677
+8,540
105
$37.5M 0.21%
278,168
+18,518
106
$37M 0.21%
1,525,560
+158,630
107
$36.5M 0.21%
201,379
+14,782
108
$36.3M 0.2%
290,741
+16,281
109
$36.2M 0.2%
1,061,949
-12,130
110
$35.3M 0.2%
122,695
+9,897
111
$34.6M 0.2%
181,155
+5,584
112
$34.6M 0.2%
474,912
+13,135
113
$34.4M 0.19%
232,583
+7,046
114
$33.9M 0.19%
529,986
+29,793
115
$33.7M 0.19%
107,768
+12,007
116
$33.6M 0.19%
596,886
+46,266
117
$33.6M 0.19%
194,424
+18,663
118
$33.5M 0.19%
1,543,880
+427,944
119
$33M 0.19%
241,247
+18,605
120
$33M 0.19%
275,071
+79,916
121
$32.8M 0.19%
299,094
+17,811
122
$32.8M 0.19%
421,444
+2,989
123
$32.2M 0.18%
132,217
+25,646
124
$31.9M 0.18%
1,265,183
+104,248
125
$31.9M 0.18%
170,589
+10,238
3 4
5
6 7