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
1551
$214K ﹤0.01%
+6,142
1552
$214K ﹤0.01%
+3,268
1553
$214K ﹤0.01%
+2,763
1554
$214K ﹤0.01%
+14,416
1555
$214K ﹤0.01%
+16,552
1556
$213K ﹤0.01%
+12,463
1557
$212K ﹤0.01%
+13,776
1558
$212K ﹤0.01%
+10,422
1559
$212K ﹤0.01%
+4,153
1560
$212K ﹤0.01%
+3,528
1561
$212K ﹤0.01%
+361
1562
$212K ﹤0.01%
+5,511
1563
$211K ﹤0.01%
+536
1564
$211K ﹤0.01%
+3,531
1565
$210K ﹤0.01%
+17,126
1566
$210K ﹤0.01%
+4,774
1567
$210K ﹤0.01%
+14,103
1568
$210K ﹤0.01%
+7,318
1569
$209K ﹤0.01%
+5,831
1570
$209K ﹤0.01%
+4,922
1571
$209K ﹤0.01%
+20,375
1572
$208K ﹤0.01%
+4,453
1573
$208K ﹤0.01%
+20,483
1574
$208K ﹤0.01%
+1,661
1575
$208K ﹤0.01%
+4,245
61 62
63
64 65