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
1376
$913K ﹤0.01%
29,154
-157
1377
$913K ﹤0.01%
17,237
+909
1378
$913K ﹤0.01%
54,018
-658
1379
$912K ﹤0.01%
12,315
-163
1380
$910K ﹤0.01%
16,993
+2,823
1381
$907K ﹤0.01%
23,197
+600
1382
$902K ﹤0.01%
22,568
-518
1383
$901K ﹤0.01%
22,918
+2,084
1384
$900K ﹤0.01%
19,087
+4,454
1385
$899K ﹤0.01%
16,664
-225
1386
$895K ﹤0.01%
10,397
+14
1387
$891K ﹤0.01%
15,957
+173
1388
$891K ﹤0.01%
351
-29
1389
$889K ﹤0.01%
25,695
-518
1390
$888K ﹤0.01%
48,655
+591
1391
$888K ﹤0.01%
674,901
+120,604
1392
$887K ﹤0.01%
52,187
+16,159
1393
$887K ﹤0.01%
23,059
-1,681
1394
$887K ﹤0.01%
16,481
+103
1395
$886K ﹤0.01%
13,873
-893
1396
$883K ﹤0.01%
39,147
+1,478
1397
$876K ﹤0.01%
36,332
-533
1398
$876K ﹤0.01%
90,102
+2,600
1399
$874K ﹤0.01%
206,096
+24,725
1400
$872K ﹤0.01%
48,484
-70
54 55
56
57 58