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
1651
$551K ﹤0.01%
14,740
+412
1652
$550K ﹤0.01%
40,146
-4,424
1653
$550K ﹤0.01%
83,286
+7,502
1654
$547K ﹤0.01%
17,398
+1,136
1655
$547K ﹤0.01%
18,986
+969
1656
$545K ﹤0.01%
32,673
+7,821
1657
$545K ﹤0.01%
31,048
+2,969
1658
$543K ﹤0.01%
31,959
-66,494
1659
$542K ﹤0.01%
8,616
-815
1660
$542K ﹤0.01%
42,050
-3,770
1661
$541K ﹤0.01%
14,832
+257
1662
$541K ﹤0.01%
21,637
+692
1663
$539K ﹤0.01%
35,190
+16,627
1664
$536K ﹤0.01%
30,787
+16,522
1665
$534K ﹤0.01%
43,207
-13,951
1666
$530K ﹤0.01%
8,252
+29
1667
$528K ﹤0.01%
11,018
-641
1668
$527K ﹤0.01%
13,336
-429
1669
$524K ﹤0.01%
13,510
+854
1670
$523K ﹤0.01%
26,915
-11,072
1671
$522K ﹤0.01%
9,996
-765
1672
$522K ﹤0.01%
38,401
+2,436
1673
$520K ﹤0.01%
14,172
+43
1674
$520K ﹤0.01%
7,366
+482
1675
$519K ﹤0.01%
28,189
+1,270
65 66
67
68 69