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
1626
$576K ﹤0.01%
20,778
+2,799
1627
$575K ﹤0.01%
40,509
-15,920
1628
$575K ﹤0.01%
14,278
+1,063
1629
$574K ﹤0.01%
4,006
-25
1630
$573K ﹤0.01%
36,803
+19,136
1631
$572K ﹤0.01%
+15,289
1632
$571K ﹤0.01%
153,990
-2,436
1633
$570K ﹤0.01%
14,116
+99
1634
$570K ﹤0.01%
33,045
-423
1635
$569K ﹤0.01%
10,885
-653
1636
$568K ﹤0.01%
18,135
+1,945
1637
$565K ﹤0.01%
9,410
+3,268
1638
$564K ﹤0.01%
13,100
+1,434
1639
$564K ﹤0.01%
9,901
-883
1640
$563K ﹤0.01%
12,986
-561
1641
$562K ﹤0.01%
15,833
+745
1642
$561K ﹤0.01%
8,593
+5,309
1643
$561K ﹤0.01%
6,236
+361
1644
$560K ﹤0.01%
9,722
+723
1645
$559K ﹤0.01%
15,409
+155
1646
$558K ﹤0.01%
56,356
-5,998
1647
$556K ﹤0.01%
22,182
+780
1648
$553K ﹤0.01%
27,029
-12,450
1649
$553K ﹤0.01%
16,020
+970
1650
$551K ﹤0.01%
9,779
+453
64 65
66
67 68