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
1601
$181K ﹤0.01%
+2,526
1602
$180K ﹤0.01%
+10,524
1603
$180K ﹤0.01%
+241
1604
$177K ﹤0.01%
+10,044
1605
$175K ﹤0.01%
+13,288
1606
$173K ﹤0.01%
+48,924
1607
$171K ﹤0.01%
+22,641
1608
$166K ﹤0.01%
+17,644
1609
$162K ﹤0.01%
+5,480
1610
$161K ﹤0.01%
+1,362
1611
$161K ﹤0.01%
+10,801
1612
$160K ﹤0.01%
+3,174
1613
$160K ﹤0.01%
+11,164
1614
$160K ﹤0.01%
+14,775
1615
$160K ﹤0.01%
+2,534
1616
$159K ﹤0.01%
+10,319
1617
$158K ﹤0.01%
+45,017
1618
$158K ﹤0.01%
+43,646
1619
$157K ﹤0.01%
+10,016
1620
$156K ﹤0.01%
+35,780
1621
$156K ﹤0.01%
+11,375
1622
$154K ﹤0.01%
+12,120
1623
$152K ﹤0.01%
+12,466
1624
$149K ﹤0.01%
+34,605
1625
$149K ﹤0.01%
+8,616
63 64
65
66 67