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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$36M 0.18%
375,968
+45,426
127
$35.9M 0.18%
4,219,339
+366,753
128
$35.6M 0.18%
205,322
+3,463
129
$35.2M 0.17%
3,637,110
+157,965
130
$35M 0.17%
1,296,238
-381,526
131
$34.6M 0.17%
624,173
-998
132
$34.6M 0.17%
1,242,803
+155,388
133
$34.5M 0.17%
371,348
+8,809
134
$34.1M 0.17%
242,404
+29,674
135
$33.9M 0.17%
209,842
+3,502
136
$33.9M 0.17%
5,405,002
+658,476
137
$33.9M 0.17%
286,503
+101,404
138
$33.5M 0.17%
836,309
+51,555
139
$33.4M 0.17%
517,233
+74,790
140
$33.4M 0.17%
121,958
-4,590
141
$33.4M 0.17%
417,794
+36,622
142
$33.1M 0.16%
314,800
+41,749
143
$33.1M 0.16%
205,903
+5,835
144
$33M 0.16%
556,340
+42,722
145
$32.7M 0.16%
1,758,816
+33,564
146
$32.3M 0.16%
427,961
+17,261
147
$32.1M 0.16%
1,446,169
+157,306
148
$31.6M 0.16%
904,584
+87,994
149
$31.6M 0.16%
567,391
+10,129
150
$31.5M 0.16%
835,211
+123,980
4 5
6
7 8