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
1351
$311K ﹤0.01%
+12,760
1352
$311K ﹤0.01%
+30,289
1353
$310K ﹤0.01%
+11,794
1354
$309K ﹤0.01%
+4,937
1355
$309K ﹤0.01%
+18,827
1356
$308K ﹤0.01%
+8,391
1357
$308K ﹤0.01%
+16,966
1358
$308K ﹤0.01%
+8,012
1359
$307K ﹤0.01%
+15,872
1360
$306K ﹤0.01%
+1,125
1361
$306K ﹤0.01%
+2,968
1362
$305K ﹤0.01%
+6,480
1363
$305K ﹤0.01%
+10,738
1364
$305K ﹤0.01%
+16,328
1365
$304K ﹤0.01%
+14,781
1366
$304K ﹤0.01%
+12,855
1367
$304K ﹤0.01%
+7,101
1368
$303K ﹤0.01%
+1,802
1369
$303K ﹤0.01%
+13,809
1370
$302K ﹤0.01%
+773
1371
$301K ﹤0.01%
+11,405
1372
$301K ﹤0.01%
+11,186
1373
$301K ﹤0.01%
+7,240
1374
$300K ﹤0.01%
+10,019
1375
$300K ﹤0.01%
+3,399
53 54
55
56 57