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
1301
$951K 0.01%
38,934
+13,238
1302
$949K 0.01%
8,188
+1,398
1303
$948K 0.01%
50,571
+1,889
1304
$947K 0.01%
50,149
+5,979
1305
$946K 0.01%
45,285
-2,378
1306
$946K 0.01%
51,717
-3,522
1307
$943K 0.01%
18,048
+4,094
1308
$942K 0.01%
43,389
+1,706
1309
$942K 0.01%
24,375
-6,465
1310
$941K 0.01%
11,836
+1,027
1311
$940K 0.01%
32,593
+1,608
1312
$940K 0.01%
58,727
+4,042
1313
$938K 0.01%
22,796
+210
1314
$932K 0.01%
69,007
-1,782
1315
$930K 0.01%
17,515
+1,746
1316
$930K 0.01%
18,721
+6,401
1317
$929K 0.01%
27,593
-7,842
1318
$929K 0.01%
16,742
-533
1319
$928K 0.01%
66,755
-5,218
1320
$927K 0.01%
63,040
+6,324
1321
$926K 0.01%
19,092
+971
1322
$925K 0.01%
27,867
+3,076
1323
$924K 0.01%
19,476
+2,153
1324
$923K 0.01%
19,191
+1,358
1325
$917K 0.01%
12,304
+477
51 52
53
54 55