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
1651
$510K ﹤0.01%
12,708
-318
1652
$509K ﹤0.01%
8,887
+258
1653
$509K ﹤0.01%
22,298
-6,570
1654
$506K ﹤0.01%
40,612
+13,871
1655
$506K ﹤0.01%
7,128
+196
1656
$503K ﹤0.01%
12,571
+244
1657
$502K ﹤0.01%
48,769
+7,307
1658
$500K ﹤0.01%
16,112
+3,430
1659
$498K ﹤0.01%
48,372
-3,404
1660
$498K ﹤0.01%
32,421
-3,415
1661
$498K ﹤0.01%
16,864
-777
1662
$497K ﹤0.01%
10,097
-679
1663
$497K ﹤0.01%
31,105
+723
1664
$490K ﹤0.01%
12,485
+474
1665
$490K ﹤0.01%
28,032
-1,216
1666
$489K ﹤0.01%
3,790
+132
1667
$488K ﹤0.01%
8,588
+963
1668
$487K ﹤0.01%
11,807
-270
1669
$487K ﹤0.01%
36,634
-2,953
1670
$487K ﹤0.01%
22,897
-15,808
1671
$486K ﹤0.01%
39,716
+4,236
1672
$486K ﹤0.01%
8,832
-1,696
1673
$486K ﹤0.01%
43,403
+14,593
1674
$485K ﹤0.01%
9,606
+136
1675
$485K ﹤0.01%
36,296
+2,268
65 66
67
68 69