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
1326
$916K 0.01%
15,803
-473
1327
$912K 0.01%
17,997
+341
1328
$912K 0.01%
59,443
-43,184
1329
$911K 0.01%
29,660
-1,651
1330
$911K 0.01%
55,091
+4,153
1331
$909K 0.01%
204,681
+10,413
1332
$908K 0.01%
7,551
-1,264
1333
$904K 0.01%
37,508
-230
1334
$902K 0.01%
34,199
+761
1335
$897K 0.01%
31,326
+12,791
1336
$896K 0.01%
16,812
-2,908
1337
$896K 0.01%
92,830
-14,139
1338
$894K 0.01%
46,956
-3,432
1339
$894K 0.01%
19,490
+1,261
1340
$890K 0.01%
16,468
-478
1341
$890K 0.01%
19,181
-2,885
1342
$889K 0.01%
52,210
+13,171
1343
$889K 0.01%
52,186
+3,550
1344
$888K 0.01%
53,588
-4,381
1345
$887K 0.01%
55,009
+20,874
1346
$886K 0.01%
23,916
-5,057
1347
$885K 0.01%
62,619
-2,280
1348
$885K 0.01%
34,328
-2,892
1349
$875K ﹤0.01%
19,648
-313
1350
$875K ﹤0.01%
5,982
-135
52 53
54
55 56