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
1476
$252K ﹤0.01%
+4,843
1477
$252K ﹤0.01%
+13,869
1478
$251K ﹤0.01%
+14,374
1479
$250K ﹤0.01%
+6,087
1480
$250K ﹤0.01%
+2,036
1481
$250K ﹤0.01%
+5,234
1482
$247K ﹤0.01%
+22,581
1483
$246K ﹤0.01%
+9,177
1484
$245K ﹤0.01%
+4,624
1485
$245K ﹤0.01%
+5,369
1486
$245K ﹤0.01%
+7,266
1487
$245K ﹤0.01%
+7,596
1488
$245K ﹤0.01%
+12,453
1489
$244K ﹤0.01%
+8,424
1490
$244K ﹤0.01%
+4,565
1491
$244K ﹤0.01%
+3,913
1492
$243K ﹤0.01%
+7,569
1493
$243K ﹤0.01%
+5,890
1494
$242K ﹤0.01%
+1,764
1495
$242K ﹤0.01%
+7,516
1496
$241K ﹤0.01%
+9,655
1497
$241K ﹤0.01%
+6,675
1498
$241K ﹤0.01%
+40,931
1499
$240K ﹤0.01%
+4,977
1500
$240K ﹤0.01%
+795
58 59
60
61 62