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
1401
$871K ﹤0.01%
10,464
-1,214
1402
$871K ﹤0.01%
42,190
+460
1403
$868K ﹤0.01%
24,863
-2,999
1404
$867K ﹤0.01%
21,018
+484
1405
$866K ﹤0.01%
24,428
+1,038
1406
$866K ﹤0.01%
21,143
-3,783
1407
$864K ﹤0.01%
47,925
-1,699
1408
$863K ﹤0.01%
29,475
-2,871
1409
$863K ﹤0.01%
44,346
+69
1410
$859K ﹤0.01%
40,629
+2,237
1411
$859K ﹤0.01%
35,899
+1,758
1412
$858K ﹤0.01%
8,240
+151
1413
$858K ﹤0.01%
14,357
-405
1414
$856K ﹤0.01%
13,929
+4,492
1415
$852K ﹤0.01%
56,608
-1,736
1416
$851K ﹤0.01%
25,810
+442
1417
$850K ﹤0.01%
307,988
+22,272
1418
$849K ﹤0.01%
11,598
+213
1419
$849K ﹤0.01%
28,933
+1,117
1420
$848K ﹤0.01%
37,187
+2,905
1421
$847K ﹤0.01%
53,383
+11,286
1422
$847K ﹤0.01%
7,394
+765
1423
$846K ﹤0.01%
12,203
-74
1424
$844K ﹤0.01%
35,579
-3,460
1425
$841K ﹤0.01%
73,771
-40,193
55 56
57
58 59