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
1351
$874K ﹤0.01%
38,384
-2,114
1352
$869K ﹤0.01%
21,618
+159
1353
$868K ﹤0.01%
16,841
-8,554
1354
$865K ﹤0.01%
19,335
+2,510
1355
$864K ﹤0.01%
141,480
-52,732
1356
$863K ﹤0.01%
67,425
+7,747
1357
$863K ﹤0.01%
73,245
+24,356
1358
$861K ﹤0.01%
37,734
-351
1359
$858K ﹤0.01%
12,912
-93
1360
$855K ﹤0.01%
111,303
-30,700
1361
$854K ﹤0.01%
6,666
-1,477
1362
$853K ﹤0.01%
29,734
+2,420
1363
$853K ﹤0.01%
29,261
-5,880
1364
$850K ﹤0.01%
31,309
-551
1365
$847K ﹤0.01%
25,679
-204
1366
$845K ﹤0.01%
60,239
+5,813
1367
$842K ﹤0.01%
5,392
+992
1368
$841K ﹤0.01%
8,844
-111
1369
$841K ﹤0.01%
15,471
-1,638
1370
$840K ﹤0.01%
11,391
-1,299
1371
$840K ﹤0.01%
23,386
+4,535
1372
$836K ﹤0.01%
16,133
+1,164
1373
$836K ﹤0.01%
88,401
-2,381
1374
$835K ﹤0.01%
8,189
-1,098
1375
$832K ﹤0.01%
27,402
-994
53 54
55
56 57