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
1276
$1.06M 0.01%
26,757
+2,548
1277
$1.06M 0.01%
37,907
-20,265
1278
$1.06M 0.01%
36,634
+18,299
1279
$1.06M 0.01%
54,530
-2,365
1280
$1.06M 0.01%
19,337
+306
1281
$1.05M 0.01%
17,748
+232
1282
$1.05M 0.01%
32,830
+1,362
1283
$1.05M 0.01%
23,814
-389
1284
$1.05M 0.01%
26,166
-828
1285
$1.05M 0.01%
23,929
-129
1286
$1.05M 0.01%
27,212
-9,385
1287
$1.04M 0.01%
6,043
-706
1288
$1.04M 0.01%
34,835
+2,071
1289
$1.04M 0.01%
21,475
-1,580
1290
$1.04M 0.01%
14,180
+1,416
1291
$1.04M 0.01%
58,474
+2,844
1292
$1.04M 0.01%
17,197
+245
1293
$1.04M 0.01%
262,589
+44,919
1294
$1.04M 0.01%
14,182
+733
1295
$1.04M 0.01%
16,639
-824
1296
$1.03M 0.01%
34,031
+1,572
1297
$1.03M 0.01%
18,155
+1,806
1298
$1.03M 0.01%
22,780
+763
1299
$1.03M 0.01%
20,700
-1,858
1300
$1.03M 0.01%
19,901
+72
50 51
52
53 54