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
1601
$602K ﹤0.01%
7,634
+1,557
1602
$602K ﹤0.01%
14,887
+150
1603
$600K ﹤0.01%
8,529
-2,215
1604
$599K ﹤0.01%
39,338
+8,803
1605
$599K ﹤0.01%
32,044
-1,610
1606
$596K ﹤0.01%
11,393
+1,634
1607
$595K ﹤0.01%
13,142
+341
1608
$594K ﹤0.01%
11,237
+476
1609
$593K ﹤0.01%
13,937
+5,761
1610
$593K ﹤0.01%
26,676
+5,120
1611
$590K ﹤0.01%
7,288
+899
1612
$589K ﹤0.01%
13,566
-704
1613
$588K ﹤0.01%
45,936
-5,779
1614
$587K ﹤0.01%
14,893
-178
1615
$584K ﹤0.01%
20,985
+12,708
1616
$582K ﹤0.01%
23,655
-1,213
1617
$582K ﹤0.01%
17,328
-4,218
1618
$581K ﹤0.01%
211,995
-36,904
1619
$580K ﹤0.01%
35,815
+2,886
1620
$579K ﹤0.01%
4,889
+67
1621
$578K ﹤0.01%
51,961
+24,406
1622
$578K ﹤0.01%
51,092
-6,376
1623
$578K ﹤0.01%
23,718
+5,028
1624
$577K ﹤0.01%
156,016
+8,352
1625
$576K ﹤0.01%
8,399
+761
63 64
65
66 67