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
1426
$274K ﹤0.01%
+8,190
1427
$273K ﹤0.01%
+13,340
1428
$273K ﹤0.01%
+19,838
1429
$271K ﹤0.01%
+6,267
1430
$271K ﹤0.01%
+11,733
1431
$271K ﹤0.01%
+26,848
1432
$270K ﹤0.01%
+4,734
1433
$270K ﹤0.01%
+6,752
1434
$270K ﹤0.01%
+9,707
1435
$269K ﹤0.01%
+6,222
1436
$269K ﹤0.01%
+2,691
1437
$269K ﹤0.01%
+5,582
1438
$268K ﹤0.01%
+2,749
1439
$268K ﹤0.01%
+7,554
1440
$268K ﹤0.01%
+20,989
1441
$268K ﹤0.01%
+12,211
1442
$268K ﹤0.01%
+10,456
1443
$267K ﹤0.01%
+11,700
1444
$267K ﹤0.01%
+6,644
1445
$266K ﹤0.01%
+6,242
1446
$266K ﹤0.01%
+170
1447
$265K ﹤0.01%
+2,069
1448
$265K ﹤0.01%
+14,034
1449
$265K ﹤0.01%
+8,471
1450
$265K ﹤0.01%
+5,454
56 57
58
59 60