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
1576
$643K ﹤0.01%
18,530
+149
1577
$643K ﹤0.01%
40,166
-800
1578
$642K ﹤0.01%
45,115
+6,126
1579
$641K ﹤0.01%
75,992
-15,574
1580
$636K ﹤0.01%
20,004
-371
1581
$636K ﹤0.01%
24,039
+12,080
1582
$635K ﹤0.01%
13,849
+97
1583
$632K ﹤0.01%
11,850
-3,116
1584
$631K ﹤0.01%
52,014
-3,792
1585
$625K ﹤0.01%
50,182
+2,350
1586
$623K ﹤0.01%
20,826
-535
1587
$622K ﹤0.01%
15,830
+941
1588
$619K ﹤0.01%
55,057
+454
1589
$617K ﹤0.01%
12,410
+919
1590
$616K ﹤0.01%
8,812
+2,007
1591
$616K ﹤0.01%
9,092
+331
1592
$615K ﹤0.01%
17,055
+5,096
1593
$614K ﹤0.01%
18,363
+11,390
1594
$612K ﹤0.01%
59,858
+22,616
1595
$611K ﹤0.01%
26,012
+852
1596
$610K ﹤0.01%
26,734
-1,375
1597
$609K ﹤0.01%
36,766
+664
1598
$605K ﹤0.01%
20,200
+1,437
1599
$604K ﹤0.01%
87,342
+35,392
1600
$603K ﹤0.01%
5,348
+23
62 63
64
65 66