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
1501
$240K ﹤0.01%
+5,388
1502
$240K ﹤0.01%
+11,107
1503
$240K ﹤0.01%
+3,427
1504
$239K ﹤0.01%
+20,371
1505
$237K ﹤0.01%
+2,563
1506
$236K ﹤0.01%
+35,619
1507
$235K ﹤0.01%
+6,701
1508
$235K ﹤0.01%
+9,943
1509
$234K ﹤0.01%
+3,740
1510
$233K ﹤0.01%
+3,121
1511
$232K ﹤0.01%
+14,449
1512
$232K ﹤0.01%
+2,946
1513
$231K ﹤0.01%
+3,713
1514
$230K ﹤0.01%
+4,213
1515
$230K ﹤0.01%
+4,254
1516
$230K ﹤0.01%
+7,428
1517
$229K ﹤0.01%
+4,912
1518
$229K ﹤0.01%
+27,372
1519
$228K ﹤0.01%
+4,336
1520
$228K ﹤0.01%
+87
1521
$228K ﹤0.01%
+6,965
1522
$228K ﹤0.01%
+22,715
1523
$227K ﹤0.01%
+6,156
1524
$227K ﹤0.01%
+6,612
1525
$227K ﹤0.01%
+7,887
59 60
61
62 63