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
1551
$633K ﹤0.01%
20,169
-203
1552
$632K ﹤0.01%
37,626
-10,497
1553
$630K ﹤0.01%
13,866
-1,060
1554
$630K ﹤0.01%
17,503
-754
1555
$629K ﹤0.01%
55,904
+6,620
1556
$628K ﹤0.01%
28,309
+3,355
1557
$622K ﹤0.01%
5,794
-152
1558
$619K ﹤0.01%
5,335
+949
1559
$619K ﹤0.01%
24,087
+17,536
1560
$616K ﹤0.01%
20,707
+1,345
1561
$616K ﹤0.01%
10,700
+615
1562
$615K ﹤0.01%
26,774
-136
1563
$615K ﹤0.01%
19,117
+2,003
1564
$614K ﹤0.01%
12,997
+777
1565
$614K ﹤0.01%
35,804
+3,977
1566
$612K ﹤0.01%
49,427
+1,847
1567
$611K ﹤0.01%
37,307
-1,450
1568
$609K ﹤0.01%
14,759
+965
1569
$607K ﹤0.01%
1,624
+111
1570
$606K ﹤0.01%
18,915
+1,387
1571
$606K ﹤0.01%
15,831
+138
1572
$605K ﹤0.01%
7,571
-104
1573
$603K ﹤0.01%
69,853
+5,308
1574
$600K ﹤0.01%
68,909
+16,176
1575
$600K ﹤0.01%
13,004
+1,198
61 62
63
64 65