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
1251
$375K 0.01%
+7,962
1252
$374K 0.01%
+6,489
1253
$374K 0.01%
+21,997
1254
$372K 0.01%
+86,520
1255
$372K 0.01%
+8,551
1256
$371K 0.01%
+51,423
1257
$371K 0.01%
+6,830
1258
$369K 0.01%
+7,101
1259
$368K 0.01%
+12,854
1260
$368K 0.01%
+12,201
1261
$368K 0.01%
+29,012
1262
$367K 0.01%
+20,414
1263
$365K 0.01%
+6,940
1264
$365K 0.01%
+19,557
1265
$365K 0.01%
+21,932
1266
$364K 0.01%
+6,764
1267
$363K 0.01%
+6,129
1268
$362K 0.01%
+9,238
1269
$362K 0.01%
+18,743
1270
$362K 0.01%
+7,376
1271
$361K 0.01%
+5,593
1272
$360K 0.01%
+7,628
1273
$360K 0.01%
+11,888
1274
$359K 0.01%
+7,929
1275
$359K 0.01%
+9,995
49 50
51
52 53