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
1651
$112K ﹤0.01%
+1,802
1652
$112K ﹤0.01%
+12,020
1653
$110K ﹤0.01%
+7,124
1654
$110K ﹤0.01%
+13,951
1655
$110K ﹤0.01%
+14,724
1656
$108K ﹤0.01%
+1
1657
$107K ﹤0.01%
+12,520
1658
$107K ﹤0.01%
+8,246
1659
$106K ﹤0.01%
+10,075
1660
$104K ﹤0.01%
+10,021
1661
$103K ﹤0.01%
+10,674
1662
$101K ﹤0.01%
+11,664
1663
$101K ﹤0.01%
+22,039
1664
$100K ﹤0.01%
+4,294
1665
$98K ﹤0.01%
+37,130
1666
$97K ﹤0.01%
+10,729
1667
$95K ﹤0.01%
+22,354
1668
$95K ﹤0.01%
+10,317
1669
$93K ﹤0.01%
+1,041
1670
$93K ﹤0.01%
+30,263
1671
$93K ﹤0.01%
+2,393
1672
$93K ﹤0.01%
+10,241
1673
$93K ﹤0.01%
+12,404
1674
$91K ﹤0.01%
+11,877
1675
$87K ﹤0.01%
+11,565
65 66
67
68 69