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 17.53%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$1.2M 0.01%
15,216
-40
1227
$1.2M 0.01%
11,415
+697
1228
$1.19M 0.01%
25,457
+1,662
1229
$1.19M 0.01%
14,529
+1,025
1230
$1.19M 0.01%
27,772
+316
1231
$1.18M 0.01%
18,551
+3,308
1232
$1.18M 0.01%
109,835
-14,961
1233
$1.17M 0.01%
77,892
+19,386
1234
$1.17M 0.01%
223,397
-2,043
1235
$1.17M 0.01%
38,638
+2,718
1236
$1.17M 0.01%
20,041
+2,088
1237
$1.16M 0.01%
28,551
+5,513
1238
$1.16M 0.01%
15,320
-1,425
1239
$1.16M 0.01%
20,770
+113
1240
$1.15M 0.01%
14,708
+507
1241
$1.15M 0.01%
26,536
-2,755
1242
$1.15M 0.01%
20,749
+612
1243
$1.14M 0.01%
5,488
+227
1244
$1.14M 0.01%
7,539
+111
1245
$1.14M 0.01%
513
+12
1246
$1.13M 0.01%
15,433
-1,399
1247
$1.13M 0.01%
38,930
-7,058
1248
$1.13M 0.01%
26,700
+597
1249
$1.13M 0.01%
37,783
-2,379
1250
$1.13M 0.01%
11,221
-86
48 49
50
51 52