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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43M 0.21%
234,009
+25,836
102
$42.6M 0.21%
192,773
-2,961
103
$41.6M 0.21%
518,461
-44,552
104
$41.5M 0.21%
1,030,484
-112,089
105
$40.9M 0.2%
159,145
-32,545
106
$40.6M 0.2%
524,751
-53,697
107
$40.4M 0.2%
390,070
+7,458
108
$40.3M 0.2%
708,333
+80,508
109
$40.2M 0.2%
561,466
+27,696
110
$40.2M 0.2%
344,100
+56,503
111
$39.6M 0.2%
252,556
+6,486
112
$39.4M 0.2%
1,671,470
+89,410
113
$39.4M 0.2%
993,265
+103,923
114
$39.3M 0.2%
697,193
+17,545
115
$39.1M 0.19%
854,859
-60,212
116
$38.7M 0.19%
598,104
+68,561
117
$38.7M 0.19%
266,081
+11,349
118
$38M 0.19%
549,729
+39,448
119
$37.6M 0.19%
421,524
-43,950
120
$37.3M 0.19%
844,224
+31,616
121
$37.2M 0.19%
355,691
-34,241
122
$37.1M 0.18%
597,029
-43,831
123
$36.5M 0.18%
135,614
+1,958
124
$36.4M 0.18%
346,456
+19,989
125
$36.2M 0.18%
997,080
-143,150
3 4
5
6 7