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
1326
$987K ﹤0.01%
64,920
-2,208
1327
$983K ﹤0.01%
16,794
-283
1328
$983K ﹤0.01%
24,284
+705
1329
$981K ﹤0.01%
43,105
+755
1330
$981K ﹤0.01%
15,798
-1,582
1331
$980K ﹤0.01%
47,233
-5,254
1332
$980K ﹤0.01%
101,594
+12,497
1333
$978K ﹤0.01%
7,385
-357
1334
$976K ﹤0.01%
16,939
+590
1335
$975K ﹤0.01%
39,293
-2,575
1336
$973K ﹤0.01%
16,088
-192
1337
$970K ﹤0.01%
31,467
+3,056
1338
$970K ﹤0.01%
16,905
-506
1339
$969K ﹤0.01%
48,270
+8,464
1340
$969K ﹤0.01%
58,894
+27,793
1341
$966K ﹤0.01%
7,867
+747
1342
$965K ﹤0.01%
98,601
-11,772
1343
$964K ﹤0.01%
57,432
+30,459
1344
$962K ﹤0.01%
36,518
+2,541
1345
$961K ﹤0.01%
16,050
+7,437
1346
$961K ﹤0.01%
30,162
+391
1347
$961K ﹤0.01%
15,293
+1,726
1348
$960K ﹤0.01%
8,965
+807
1349
$956K ﹤0.01%
24,405
+2,547
1350
$954K ﹤0.01%
20,794
+1,739
52 53
54
55 56