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
1301
$343K ﹤0.01%
+5,075
1302
$343K ﹤0.01%
+3,519
1303
$342K ﹤0.01%
+10,304
1304
$341K ﹤0.01%
+5,774
1305
$340K ﹤0.01%
+18,956
1306
$340K ﹤0.01%
+34,218
1307
$339K ﹤0.01%
+10,508
1308
$339K ﹤0.01%
+16,587
1309
$339K ﹤0.01%
+3,410
1310
$338K ﹤0.01%
+6,436
1311
$338K ﹤0.01%
+4,790
1312
$338K ﹤0.01%
+9,923
1313
$336K ﹤0.01%
+9,709
1314
$335K ﹤0.01%
+5,275
1315
$334K ﹤0.01%
+19,740
1316
$334K ﹤0.01%
+7,806
1317
$333K ﹤0.01%
+4,513
1318
$333K ﹤0.01%
+2,847
1319
$333K ﹤0.01%
+21,106
1320
$331K ﹤0.01%
+3,344
1321
$330K ﹤0.01%
+47,463
1322
$330K ﹤0.01%
+9,000
1323
$330K ﹤0.01%
+13,314
1324
$329K ﹤0.01%
+13,060
1325
$328K ﹤0.01%
+16,692
51 52
53
54 55