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
1276
$984K 0.01%
137,320
-5,880
1277
$982K 0.01%
14,069
+4,375
1278
$981K 0.01%
17,503
+3,070
1279
$980K 0.01%
60,748
+11,584
1280
$978K 0.01%
28,828
+365
1281
$977K 0.01%
23,065
+1,607
1282
$973K 0.01%
4,788
+155
1283
$972K 0.01%
17,369
-4,699
1284
$972K 0.01%
48,179
+23,847
1285
$972K 0.01%
34,274
+10,104
1286
$970K 0.01%
15,584
-309
1287
$970K 0.01%
15,907
+74
1288
$970K 0.01%
28,178
+17,278
1289
$969K 0.01%
32,612
-24
1290
$968K 0.01%
8,189
-602
1291
$966K 0.01%
52,966
+3,075
1292
$963K 0.01%
21,479
+804
1293
$961K 0.01%
19,578
+3,031
1294
$959K 0.01%
12,258
+1,123
1295
$959K 0.01%
19,964
+5,870
1296
$957K 0.01%
10,534
+872
1297
$956K 0.01%
23,805
-961
1298
$956K 0.01%
52,321
+3,679
1299
$953K 0.01%
17,811
+10,501
1300
$952K 0.01%
82,752
+11,505
50 51
52
53 54