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
1226
$394K 0.01%
+19,821
1227
$394K 0.01%
+16,687
1228
$394K 0.01%
+8,320
1229
$390K 0.01%
+40,440
1230
$390K 0.01%
+8,187
1231
$390K 0.01%
+7,058
1232
$390K 0.01%
+36,752
1233
$389K 0.01%
+1,614
1234
$389K 0.01%
+1,415
1235
$388K 0.01%
+14,800
1236
$387K 0.01%
+13,404
1237
$387K 0.01%
+3,561
1238
$386K 0.01%
+13,684
1239
$386K 0.01%
+31,707
1240
$385K 0.01%
+12,408
1241
$385K 0.01%
+78,086
1242
$384K 0.01%
+6,657
1243
$383K 0.01%
+2,814
1244
$383K 0.01%
+23,932
1245
$381K 0.01%
+17,120
1246
$381K 0.01%
+16,663
1247
$380K 0.01%
+6,562
1248
$380K 0.01%
+14,052
1249
$376K 0.01%
+43,571
1250
$376K 0.01%
+5,069
48 49
50
51 52