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
1251
$1.12M 0.01%
83,457
+14,361
1252
$1.12M 0.01%
11,190
+3,295
1253
$1.12M 0.01%
32,927
+4,129
1254
$1.11M 0.01%
8,245
+19
1255
$1.11M 0.01%
166,388
+75,648
1256
$1.11M 0.01%
18,899
+626
1257
$1.1M 0.01%
24,427
-554
1258
$1.1M 0.01%
11,759
+2,428
1259
$1.1M 0.01%
43,128
-12,410
1260
$1.1M 0.01%
69,233
-13,504
1261
$1.1M 0.01%
253,367
+117,595
1262
$1.1M 0.01%
10,856
+259
1263
$1.09M 0.01%
30,080
+691
1264
$1.09M 0.01%
58,686
-958
1265
$1.09M 0.01%
20,924
+5,026
1266
$1.09M 0.01%
16,169
-326
1267
$1.09M 0.01%
29,585
-3,532
1268
$1.09M 0.01%
16,241
+632
1269
$1.08M 0.01%
17,958
+637
1270
$1.08M 0.01%
64,360
+1,092
1271
$1.08M 0.01%
16,950
+244
1272
$1.07M 0.01%
19,820
+3,272
1273
$1.07M 0.01%
+20,227
1274
$1.07M 0.01%
29,849
-222
1275
$1.07M 0.01%
36,802
-4,085
49 50
51
52 53