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
1526
$652K ﹤0.01%
24,993
-6,990
1527
$652K ﹤0.01%
14,731
+1,688
1528
$651K ﹤0.01%
15,094
+90
1529
$651K ﹤0.01%
18,747
-3,789
1530
$650K ﹤0.01%
32,080
+5,507
1531
$648K ﹤0.01%
87,680
+5,101
1532
$648K ﹤0.01%
18,432
+2,646
1533
$648K ﹤0.01%
244,515
+60,932
1534
$648K ﹤0.01%
48,145
-34,917
1535
$648K ﹤0.01%
15,877
-165
1536
$647K ﹤0.01%
31,812
-3,782
1537
$646K ﹤0.01%
7,602
+679
1538
$645K ﹤0.01%
12,018
-404
1539
$644K ﹤0.01%
40,110
-1,459
1540
$642K ﹤0.01%
7,447
+1,353
1541
$642K ﹤0.01%
2,886
+128
1542
$642K ﹤0.01%
12,963
+3,099
1543
$641K ﹤0.01%
47,362
-514
1544
$640K ﹤0.01%
7,946
-293
1545
$639K ﹤0.01%
7,708
-1
1546
$639K ﹤0.01%
15,923
-482
1547
$636K ﹤0.01%
24,337
-1,106
1548
$634K ﹤0.01%
13,006
+104
1549
$633K ﹤0.01%
11,285
+3,643
1550
$633K ﹤0.01%
12,359
+299
60 61
62
63 64