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
1626
$537K ﹤0.01%
9,200
+403
1627
$536K ﹤0.01%
11,505
-1,720
1628
$535K ﹤0.01%
7,389
+1,935
1629
$534K ﹤0.01%
13,489
+2,797
1630
$533K ﹤0.01%
34,579
-14,758
1631
$532K ﹤0.01%
38,555
+3,701
1632
$531K ﹤0.01%
10,853
+1,685
1633
$531K ﹤0.01%
10,217
-85
1634
$531K ﹤0.01%
13,744
-938
1635
$530K ﹤0.01%
53,811
-32
1636
$529K ﹤0.01%
7,521
-717
1637
$526K ﹤0.01%
12,607
+1,150
1638
$525K ﹤0.01%
7,837
-502
1639
$525K ﹤0.01%
15,982
-2,391
1640
$523K ﹤0.01%
4,847
-370
1641
$523K ﹤0.01%
58,411
+7,416
1642
$522K ﹤0.01%
13,766
-2,535
1643
$522K ﹤0.01%
48,522
-40,982
1644
$520K ﹤0.01%
30,379
-11,837
1645
$519K ﹤0.01%
12,843
+1,199
1646
$519K ﹤0.01%
13,179
+3,622
1647
$513K ﹤0.01%
11,625
-218
1648
$512K ﹤0.01%
22,949
+1,069
1649
$512K ﹤0.01%
12,349
-5,005
1650
$512K ﹤0.01%
3,784
+2,468
64 65
66
67 68