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 16.1%
3 Healthcare 13.58%
4 Industrials 9.45%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$741K ﹤0.01%
9,928
-24
1452
$740K ﹤0.01%
8,869
-95
1453
$737K ﹤0.01%
13,665
-272
1454
$736K ﹤0.01%
11,193
-692
1455
$736K ﹤0.01%
39,205
-11
1456
$735K ﹤0.01%
216,831
+695
1457
$734K ﹤0.01%
24,945
-1,763
1458
$732K ﹤0.01%
42,358
+4,777
1459
$731K ﹤0.01%
577,929
-68,682
1460
$730K ﹤0.01%
41,498
-839
1461
$730K ﹤0.01%
62,600
-4,865
1462
$728K ﹤0.01%
409
+23
1463
$728K ﹤0.01%
24,946
1464
$726K ﹤0.01%
20,332
-484
1465
$726K ﹤0.01%
10,850
+1,847
1466
$725K ﹤0.01%
24,718
+1,018
1467
$725K ﹤0.01%
18,307
-339
1468
$723K ﹤0.01%
18,666
-1,366
1469
$722K ﹤0.01%
9,463
+1,148
1470
$722K ﹤0.01%
74,713
+9,969
1471
$721K ﹤0.01%
12,716
-395
1472
$721K ﹤0.01%
20,853
+2,945
1473
$721K ﹤0.01%
20,345
+3,431
1474
$719K ﹤0.01%
19,157
+1,474
1475
$717K ﹤0.01%
30,940
-7,389
57 58
59
60 61