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
126
$12.3M 0.17%
+595,473
127
$12.3M 0.17%
+141,426
128
$12.2M 0.17%
+202,342
129
$12.2M 0.17%
+158,003
130
$12.1M 0.17%
+204,701
131
$12M 0.17%
+147,640
132
$12M 0.17%
+325,428
133
$11.8M 0.17%
+250,988
134
$11.8M 0.17%
+97,813
135
$11.7M 0.16%
+71,598
136
$11.6M 0.16%
+486,924
137
$11.6M 0.16%
+229,776
138
$11.5M 0.16%
+430,556
139
$11.5M 0.16%
+135,155
140
$11.5M 0.16%
+367,833
141
$11.4M 0.16%
+159,719
142
$11.3M 0.16%
+225,491
143
$11.2M 0.16%
+430,232
144
$11.2M 0.16%
+106,220
145
$11.2M 0.16%
+140,108
146
$11.1M 0.16%
+89,315
147
$11M 0.16%
+1,986,329
148
$11M 0.15%
+1,271,687
149
$11M 0.15%
+703,221
150
$10.9M 0.15%
+194,604
4 5
6
7 8