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
1351
$953K ﹤0.01%
16,974
+6,552
1352
$953K ﹤0.01%
21,085
+2,077
1353
$949K ﹤0.01%
19,671
+683
1354
$948K ﹤0.01%
72,916
+9,010
1355
$948K ﹤0.01%
28,127
-2,571
1356
$943K ﹤0.01%
43,866
+9,231
1357
$943K ﹤0.01%
6,593
+215
1358
$942K ﹤0.01%
30,837
+872
1359
$941K ﹤0.01%
20,124
+776
1360
$941K ﹤0.01%
22,443
-970
1361
$940K ﹤0.01%
12,195
+264
1362
$937K ﹤0.01%
2,630
+178
1363
$936K ﹤0.01%
24,074
+678
1364
$932K ﹤0.01%
13,065
-840
1365
$929K ﹤0.01%
6,270
+367
1366
$928K ﹤0.01%
9,300
+1,697
1367
$925K ﹤0.01%
39,948
+3,834
1368
$924K ﹤0.01%
11,106
-1,532
1369
$921K ﹤0.01%
88,263
-6,269
1370
$917K ﹤0.01%
33,875
+4,988
1371
$917K ﹤0.01%
46,405
+7,620
1372
$916K ﹤0.01%
19,076
-2,793
1373
$915K ﹤0.01%
11,888
+790
1374
$915K ﹤0.01%
22,775
-1,191
1375
$915K ﹤0.01%
31,609
-2,363
53 54
55
56 57