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
1451
$798K ﹤0.01%
23,262
+3,966
1452
$797K ﹤0.01%
51,930
+9,276
1453
$793K ﹤0.01%
31,436
-6,347
1454
$792K ﹤0.01%
17,977
+508
1455
$789K ﹤0.01%
18,441
-312
1456
$787K ﹤0.01%
12,547
+716
1457
$787K ﹤0.01%
16,248
-874
1458
$786K ﹤0.01%
42,159
-1,221
1459
$783K ﹤0.01%
24,119
+724
1460
$783K ﹤0.01%
9,863
+464
1461
$781K ﹤0.01%
19,548
+820
1462
$781K ﹤0.01%
11,070
+1,974
1463
$779K ﹤0.01%
14,805
+1,497
1464
$778K ﹤0.01%
13,398
-405
1465
$775K ﹤0.01%
308
+30
1466
$775K ﹤0.01%
12,805
-2,232
1467
$773K ﹤0.01%
26,610
-1,609
1468
$772K ﹤0.01%
12,159
+15
1469
$766K ﹤0.01%
9,473
+642
1470
$764K ﹤0.01%
80,999
-5,352
1471
$762K ﹤0.01%
68,335
+2,250
1472
$761K ﹤0.01%
42,541
+6,855
1473
$758K ﹤0.01%
36,415
-1,288
1474
$758K ﹤0.01%
36,872
-746
1475
$755K ﹤0.01%
7,513
-182
57 58
59
60 61