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
1626
$147K ﹤0.01%
+6,268
1627
$147K ﹤0.01%
+110,621
1628
$146K ﹤0.01%
+13,549
1629
$143K ﹤0.01%
+20,177
1630
$140K ﹤0.01%
+19,607
1631
$140K ﹤0.01%
+10,487
1632
$139K ﹤0.01%
+18,354
1633
$139K ﹤0.01%
+22,237
1634
$137K ﹤0.01%
+69,672
1635
$131K ﹤0.01%
+11,963
1636
$131K ﹤0.01%
+10,389
1637
$126K ﹤0.01%
+1,117
1638
$125K ﹤0.01%
+11,745
1639
$124K ﹤0.01%
+33,337
1640
$124K ﹤0.01%
+41,446
1641
$124K ﹤0.01%
+24,736
1642
$123K ﹤0.01%
+350,500
1643
$122K ﹤0.01%
+17,900
1644
$121K ﹤0.01%
+12,689
1645
$119K ﹤0.01%
+10,806
1646
$117K ﹤0.01%
+12,395
1647
$115K ﹤0.01%
+10,111
1648
$114K ﹤0.01%
+23,029
1649
$113K ﹤0.01%
+16,532
1650
$113K ﹤0.01%
+13,666
64 65
66
67 68