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
1226
$1.07M 0.01%
17,133
+27
1227
$1.07M 0.01%
31,326
-6,636
1228
$1.07M 0.01%
56,790
+8,520
1229
$1.07M 0.01%
20,981
-4,459
1230
$1.07M 0.01%
12,742
-892
1231
$1.07M 0.01%
30,863
+1,077
1232
$1.06M 0.01%
32,141
+1,223
1233
$1.06M 0.01%
18,375
+2,494
1234
$1.06M 0.01%
26,119
-2,595
1235
$1.06M 0.01%
42,544
-1,772
1236
$1.05M 0.01%
1,223
-178
1237
$1.05M 0.01%
12,209
+547
1238
$1.04M 0.01%
2,899
+9
1239
$1.04M 0.01%
12,133
+780
1240
$1.04M 0.01%
7,471
-91
1241
$1.04M 0.01%
45,178
+3,518
1242
$1.04M 0.01%
17,937
-4,078
1243
$1.03M 0.01%
26,247
+2,048
1244
$1.03M 0.01%
30,830
+1,388
1245
$1.03M 0.01%
65,653
-1,994
1246
$1.03M 0.01%
14,124
-548
1247
$1.03M 0.01%
23,317
-390
1248
$1.03M 0.01%
41,216
-2,206
1249
$1.03M 0.01%
16,619
+163
1250
$1.02M 0.01%
68,257
+3,201
48 49
50
51 52