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
1401
$806K ﹤0.01%
13,529
+542
1402
$806K ﹤0.01%
30,332
-2,191
1403
$805K ﹤0.01%
19,121
-860
1404
$803K ﹤0.01%
17,369
+1,994
1405
$801K ﹤0.01%
17,265
-129
1406
$801K ﹤0.01%
42,873
+5,557
1407
$799K ﹤0.01%
126,872
+7,101
1408
$797K ﹤0.01%
58,170
-37,693
1409
$796K ﹤0.01%
38,673
+4,932
1410
$794K ﹤0.01%
12,710
+1,975
1411
$790K ﹤0.01%
19,194
+2,925
1412
$786K ﹤0.01%
1,344
+344
1413
$785K ﹤0.01%
33,129
+117
1414
$785K ﹤0.01%
14,350
+844
1415
$782K ﹤0.01%
62,441
+11,593
1416
$781K ﹤0.01%
13,341
-8
1417
$777K ﹤0.01%
18,690
+2,076
1418
$776K ﹤0.01%
14,333
-715
1419
$776K ﹤0.01%
103,234
+35,550
1420
$775K ﹤0.01%
70,781
-2,025
1421
$774K ﹤0.01%
13,838
-3,302
1422
$774K ﹤0.01%
14,012
+1,957
1423
$773K ﹤0.01%
9,507
+114
1424
$773K ﹤0.01%
17,485
+7,017
1425
$773K ﹤0.01%
20,274
-913
55 56
57
58 59