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
1476
$755K ﹤0.01%
21,580
+429
1477
$755K ﹤0.01%
12,017
+633
1478
$752K ﹤0.01%
19,782
-4,327
1479
$749K ﹤0.01%
19,184
+2,499
1480
$749K ﹤0.01%
5,621
-1
1481
$749K ﹤0.01%
25,561
-14,983
1482
$749K ﹤0.01%
24,407
+2,309
1483
$747K ﹤0.01%
+44,233
1484
$743K ﹤0.01%
44,898
-479
1485
$743K ﹤0.01%
19,370
+862
1486
$743K ﹤0.01%
7,055
-667
1487
$740K ﹤0.01%
24,777
+165
1488
$739K ﹤0.01%
26,674
-3,372
1489
$737K ﹤0.01%
8,949
+114
1490
$736K ﹤0.01%
196,398
-4,300
1491
$736K ﹤0.01%
67,744
+53,070
1492
$736K ﹤0.01%
24,843
1493
$734K ﹤0.01%
14,990
-639
1494
$734K ﹤0.01%
16,235
-656
1495
$733K ﹤0.01%
20,248
+7,532
1496
$731K ﹤0.01%
43,736
+4,550
1497
$731K ﹤0.01%
51,469
+6,819
1498
$730K ﹤0.01%
9,112
+741
1499
$729K ﹤0.01%
36,660
+6,148
1500
$729K ﹤0.01%
19,393
-78
58 59
60
61 62