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
1551
$668K ﹤0.01%
16,037
-21
1552
$665K ﹤0.01%
27,152
+1,752
1553
$664K ﹤0.01%
5,111
-327
1554
$663K ﹤0.01%
76,673
-5,863
1555
$662K ﹤0.01%
26,902
-3,513
1556
$662K ﹤0.01%
8,557
+282
1557
$660K ﹤0.01%
178,838
-22,148
1558
$659K ﹤0.01%
15,195
+1,261
1559
$659K ﹤0.01%
15,160
+1,655
1560
$658K ﹤0.01%
10,059
+3,191
1561
$657K ﹤0.01%
23,090
+82
1562
$657K ﹤0.01%
10,934
-122
1563
$656K ﹤0.01%
107,376
-7,130
1564
$656K ﹤0.01%
43,104
+2,239
1565
$655K ﹤0.01%
18,083
+209
1566
$654K ﹤0.01%
9,410
+378
1567
$653K ﹤0.01%
11,418
-123
1568
$653K ﹤0.01%
156,602
+37,547
1569
$652K ﹤0.01%
14,314
+3
1570
$652K ﹤0.01%
12,157
+322
1571
$649K ﹤0.01%
16,004
+284
1572
$647K ﹤0.01%
5,212
-922
1573
$647K ﹤0.01%
10,147
-441
1574
$647K ﹤0.01%
11,657
-315
1575
$646K ﹤0.01%
11,702
+1,426
61 62
63
64 65