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
1426
$771K ﹤0.01%
17,368
+1,112
1427
$770K ﹤0.01%
19,521
-253
1428
$768K ﹤0.01%
15,053
-41
1429
$764K ﹤0.01%
11,380
+192
1430
$763K ﹤0.01%
17,828
-130
1431
$763K ﹤0.01%
40,563
+4,662
1432
$763K ﹤0.01%
34,965
+5,006
1433
$762K ﹤0.01%
21,512
-16,540
1434
$760K ﹤0.01%
30,132
+1,226
1435
$759K ﹤0.01%
19,535
-200
1436
$758K ﹤0.01%
27,445
+3,306
1437
$758K ﹤0.01%
13,138
+1,653
1438
$754K ﹤0.01%
34,574
+7,754
1439
$753K ﹤0.01%
9,385
+316
1440
$753K ﹤0.01%
42,464
+7,347
1441
$753K ﹤0.01%
9,613
+1,466
1442
$752K ﹤0.01%
7,887
-904
1443
$750K ﹤0.01%
26,328
+552
1444
$750K ﹤0.01%
11,939
+4
1445
$749K ﹤0.01%
20,276
+588
1446
$746K ﹤0.01%
66,332
-3,485
1447
$745K ﹤0.01%
15,505
-2,109
1448
$744K ﹤0.01%
51,531
-8,334
1449
$742K ﹤0.01%
65,058
+2,034
1450
$741K ﹤0.01%
9,928
-24
56 57
58
59 60