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
1251
$1.02M 0.01%
22,964
-3,105
1252
$1.01M 0.01%
25,362
+2,274
1253
$1.01M 0.01%
41,469
-16,625
1254
$1.01M 0.01%
38,871
-4,591
1255
$1.01M 0.01%
31,266
+2,561
1256
$1.01M 0.01%
22,400
-2,233
1257
$1.01M 0.01%
16,973
+1,383
1258
$1.01M 0.01%
34,841
+2,640
1259
$1M 0.01%
25,748
+16,453
1260
$1M 0.01%
12,848
+253
1261
$1M 0.01%
54,229
+3,863
1262
$1M 0.01%
41,225
-3,629
1263
$999K 0.01%
37,316
-1,061
1264
$998K 0.01%
33,611
+4,693
1265
$997K 0.01%
26,125
+813
1266
$996K 0.01%
24,701
+2,028
1267
$994K 0.01%
31,326
+9,234
1268
$993K 0.01%
29,358
-2,950
1269
$992K 0.01%
19,969
1270
$991K 0.01%
31,110
-38,763
1271
$990K 0.01%
15,674
+272
1272
$987K 0.01%
9,275
+150
1273
$986K 0.01%
73,958
-17,832
1274
$986K 0.01%
37,447
-1,831
1275
$985K 0.01%
41,475
-679
49 50
51
52 53