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
1301
$1.02M 0.01%
16,913
-86
1302
$1.02M 0.01%
30,130
+1,757
1303
$1.02M 0.01%
11,523
+4,713
1304
$1.02M 0.01%
39,978
+1,754
1305
$1.02M 0.01%
8,949
+229
1306
$1.01M 0.01%
31,846
-80
1307
$1.01M 0.01%
8,978
-1,135
1308
$1.01M 0.01%
30,768
-2,224
1309
$1.01M 0.01%
13,062
+298
1310
$1.01M 0.01%
92,779
+59,762
1311
$1.01M 0.01%
20,373
+5,261
1312
$1.01M 0.01%
29,435
-371
1313
$1.01M 0.01%
43,590
+1,460
1314
$1.01M 0.01%
6,140
+641
1315
$1M 0.01%
110,571
+18,260
1316
$1M 0.01%
8,527
+430
1317
$1M 0.01%
24,717
+12,189
1318
$996K 0.01%
13,667
+713
1319
$994K ﹤0.01%
19,054
+187
1320
$993K ﹤0.01%
19,046
-809
1321
$991K ﹤0.01%
48,427
+3,742
1322
$991K ﹤0.01%
24,224
+818
1323
$991K ﹤0.01%
12,558
+635
1324
$989K ﹤0.01%
17,293
+12,371
1325
$988K ﹤0.01%
63,541
-3,861
51 52
53
54 55