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
1401
$285K ﹤0.01%
+6,443
1402
$285K ﹤0.01%
+5,673
1403
$285K ﹤0.01%
+12,831
1404
$284K ﹤0.01%
+7,786
1405
$284K ﹤0.01%
+7,856
1406
$284K ﹤0.01%
+11,693
1407
$282K ﹤0.01%
+4,672
1408
$281K ﹤0.01%
+9,905
1409
$280K ﹤0.01%
+4,636
1410
$280K ﹤0.01%
+9,522
1411
$279K ﹤0.01%
+15,063
1412
$279K ﹤0.01%
+45,095
1413
$278K ﹤0.01%
+1,919
1414
$277K ﹤0.01%
+2,032
1415
$277K ﹤0.01%
+14,198
1416
$277K ﹤0.01%
+56,537
1417
$276K ﹤0.01%
+20,469
1418
$276K ﹤0.01%
+12,031
1419
$276K ﹤0.01%
+9,620
1420
$276K ﹤0.01%
+17,777
1421
$275K ﹤0.01%
+126,335
1422
$274K ﹤0.01%
+13,908
1423
$274K ﹤0.01%
+33,935
1424
$274K ﹤0.01%
+8,765
1425
$274K ﹤0.01%
+5,084
55 56
57
58 59