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
1451
$265K ﹤0.01%
+15,620
1452
$264K ﹤0.01%
+12,293
1453
$264K ﹤0.01%
+3,800
1454
$263K ﹤0.01%
+3,801
1455
$262K ﹤0.01%
+1,888
1456
$261K ﹤0.01%
+8,532
1457
$261K ﹤0.01%
+2,746
1458
$261K ﹤0.01%
+2,270
1459
$260K ﹤0.01%
+3,998
1460
$260K ﹤0.01%
+7,687
1461
$260K ﹤0.01%
+4,131
1462
$259K ﹤0.01%
+9,386
1463
$259K ﹤0.01%
+6,024
1464
$259K ﹤0.01%
+11,188
1465
$257K ﹤0.01%
+6,036
1466
$257K ﹤0.01%
+61,071
1467
$257K ﹤0.01%
+68,091
1468
$256K ﹤0.01%
+4,920
1469
$256K ﹤0.01%
+7,276
1470
$256K ﹤0.01%
+7,581
1471
$255K ﹤0.01%
+11,870
1472
$254K ﹤0.01%
+14,798
1473
$253K ﹤0.01%
+13,825
1474
$253K ﹤0.01%
+4,139
1475
$253K ﹤0.01%
+3,029
57 58
59
60 61