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
1526
$227K ﹤0.01%
+3,425
1527
$226K ﹤0.01%
+6,347
1528
$226K ﹤0.01%
+9,696
1529
$225K ﹤0.01%
+4,197
1530
$225K ﹤0.01%
+19,551
1531
$225K ﹤0.01%
+9,528
1532
$225K ﹤0.01%
+4,259
1533
$223K ﹤0.01%
+3,952
1534
$222K ﹤0.01%
+10,602
1535
$221K ﹤0.01%
+3,747
1536
$221K ﹤0.01%
+3,728
1537
$220K ﹤0.01%
+4,123
1538
$220K ﹤0.01%
+19,247
1539
$220K ﹤0.01%
+66,569
1540
$219K ﹤0.01%
+14,730
1541
$218K ﹤0.01%
+15,173
1542
$218K ﹤0.01%
+3,699
1543
$218K ﹤0.01%
+44,650
1544
$217K ﹤0.01%
+6,058
1545
$217K ﹤0.01%
+13,035
1546
$216K ﹤0.01%
+8,640
1547
$216K ﹤0.01%
+2,568
1548
$215K ﹤0.01%
+7,428
1549
$215K ﹤0.01%
+2,269
1550
$215K ﹤0.01%
+90
60 61
62
63 64