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
1326
$327K ﹤0.01%
+11,610
1327
$326K ﹤0.01%
+53,012
1328
$326K ﹤0.01%
+13,904
1329
$324K ﹤0.01%
+15,298
1330
$324K ﹤0.01%
+4,207
1331
$322K ﹤0.01%
+30,886
1332
$322K ﹤0.01%
+14,433
1333
$322K ﹤0.01%
+2,819
1334
$321K ﹤0.01%
+7,159
1335
$321K ﹤0.01%
+2,158
1336
$321K ﹤0.01%
+10,345
1337
$321K ﹤0.01%
+10,578
1338
$320K ﹤0.01%
+14,062
1339
$319K ﹤0.01%
+5,057
1340
$318K ﹤0.01%
+3,582
1341
$317K ﹤0.01%
+8,416
1342
$317K ﹤0.01%
+7,311
1343
$316K ﹤0.01%
+3,294
1344
$315K ﹤0.01%
+11,784
1345
$314K ﹤0.01%
+5,303
1346
$314K ﹤0.01%
+6,823
1347
$312K ﹤0.01%
+7,805
1348
$311K ﹤0.01%
+5,303
1349
$311K ﹤0.01%
+18,445
1350
$311K ﹤0.01%
+3,059
52 53
54
55 56