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
1576
$207K ﹤0.01%
+3,937
1577
$207K ﹤0.01%
+4,291
1578
$207K ﹤0.01%
+7,236
1579
$207K ﹤0.01%
+6,572
1580
$206K ﹤0.01%
+4,822
1581
$205K ﹤0.01%
+8,421
1582
$205K ﹤0.01%
+7,605
1583
$205K ﹤0.01%
+10,069
1584
$204K ﹤0.01%
+13,084
1585
$204K ﹤0.01%
+6,316
1586
$204K ﹤0.01%
+4,758
1587
$204K ﹤0.01%
+17,610
1588
$203K ﹤0.01%
+2,268
1589
$202K ﹤0.01%
+3,045
1590
$202K ﹤0.01%
+4,231
1591
$201K ﹤0.01%
+473
1592
$201K ﹤0.01%
+23,648
1593
$199K ﹤0.01%
+10,661
1594
$199K ﹤0.01%
+735
1595
$198K ﹤0.01%
+66,686
1596
$195K ﹤0.01%
+14,377
1597
$193K ﹤0.01%
+22,659
1598
$190K ﹤0.01%
+27,471
1599
$183K ﹤0.01%
+13,858
1600
$183K ﹤0.01%
+14,708
62 63
64
65 66