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
1526
$704K ﹤0.01%
20,124
+148
1527
$702K ﹤0.01%
6,391
+458
1528
$702K ﹤0.01%
3,338
+279
1529
$702K ﹤0.01%
4,342
+124
1530
$701K ﹤0.01%
18,121
+1,399
1531
$701K ﹤0.01%
94,467
-16,652
1532
$699K ﹤0.01%
45,317
+2,270
1533
$698K ﹤0.01%
6,730
+1,788
1534
$697K ﹤0.01%
10,532
+1,447
1535
$697K ﹤0.01%
13,139
+9
1536
$696K ﹤0.01%
18,351
-5
1537
$695K ﹤0.01%
9,506
+4,560
1538
$695K ﹤0.01%
69,631
+2,397
1539
$693K ﹤0.01%
14,392
-1,005
1540
$692K ﹤0.01%
26,456
-5,459
1541
$690K ﹤0.01%
35,517
-7,676
1542
$682K ﹤0.01%
8,251
-195
1543
$680K ﹤0.01%
28,679
-19,348
1544
$679K ﹤0.01%
2,980
+1,226
1545
$677K ﹤0.01%
14,783
+2,104
1546
$675K ﹤0.01%
29,785
+76
1547
$674K ﹤0.01%
61,489
+20,034
1548
$672K ﹤0.01%
13,168
-234
1549
$672K ﹤0.01%
14,227
-3,120
1550
$670K ﹤0.01%
1,622
-47
60 61
62
63 64