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 16.15%
3 Healthcare 13.58%
4 Industrials 9.4%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$717K ﹤0.01%
21,968
+349
1477
$716K ﹤0.01%
31,694
-1,010
1478
$715K ﹤0.01%
21,852
+2,331
1479
$714K ﹤0.01%
11,409
+823
1480
$709K ﹤0.01%
12,642
+31
1481
$706K ﹤0.01%
11,386
+800
1482
$706K ﹤0.01%
10,707
+321
1483
$706K ﹤0.01%
10,530
-477
1484
$705K ﹤0.01%
9,837
+579
1485
$702K ﹤0.01%
24,852
-4,667
1486
$701K ﹤0.01%
19,280
-466
1487
$700K ﹤0.01%
58,094
+7,923
1488
$700K ﹤0.01%
36,054
-2,906
1489
$699K ﹤0.01%
5,310
-1,388
1490
$699K ﹤0.01%
152,696
+36,022
1491
$697K ﹤0.01%
35,570
+108
1492
$695K ﹤0.01%
11,956
-20
1493
$695K ﹤0.01%
9,032
-525
1494
$693K ﹤0.01%
23,981
-8,277
1495
$691K ﹤0.01%
4,562
-23
1496
$686K ﹤0.01%
39,892
+5,328
1497
$686K ﹤0.01%
10,397
+792
1498
$685K ﹤0.01%
14,188
-735
1499
$685K ﹤0.01%
13,250
+1,893
1500
$685K ﹤0.01%
47,902
-3,483
58 59
60
61 62