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
1576
$597K ﹤0.01%
16,084
-200
1577
$596K ﹤0.01%
23,763
-524
1578
$595K ﹤0.01%
12,952
-86
1579
$594K ﹤0.01%
7,402
+520
1580
$591K ﹤0.01%
9,861
+252
1581
$591K ﹤0.01%
11,676
-1,097
1582
$589K ﹤0.01%
15,675
+164
1583
$584K ﹤0.01%
14,860
+28
1584
$582K ﹤0.01%
21,289
-2,422
1585
$581K ﹤0.01%
10,257
+458
1586
$579K ﹤0.01%
29,158
+4,104
1587
$575K ﹤0.01%
124,905
-140,155
1588
$573K ﹤0.01%
3,642
-1,413
1589
$572K ﹤0.01%
9,958
+451
1590
$572K ﹤0.01%
43,977
-258
1591
$571K ﹤0.01%
53,730
+20,582
1592
$571K ﹤0.01%
10,904
+1,008
1593
$569K ﹤0.01%
12,236
-1,093
1594
$569K ﹤0.01%
10,273
-924
1595
$567K ﹤0.01%
9,255
+1,947
1596
$567K ﹤0.01%
10,147
+446
1597
$561K ﹤0.01%
17,475
+9,143
1598
$556K ﹤0.01%
8,406
-1,933
1599
$555K ﹤0.01%
10,477
+1,769
1600
$555K ﹤0.01%
28,597
-1,713
62 63
64
65 66