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
1676
$86K ﹤0.01%
+11,924
1677
$83K ﹤0.01%
+17,385
1678
$83K ﹤0.01%
+1,103
1679
$83K ﹤0.01%
+11,325
1680
$82K ﹤0.01%
+2,044
1681
$82K ﹤0.01%
+5,464
1682
$79K ﹤0.01%
+12,243
1683
$73K ﹤0.01%
+2,064
1684
$73K ﹤0.01%
+3,271
1685
$72K ﹤0.01%
+6
1686
$69K ﹤0.01%
+12,823
1687
$69K ﹤0.01%
+35,286
1688
$67K ﹤0.01%
+157
1689
$62K ﹤0.01%
+2,260
1690
$62K ﹤0.01%
+11,851
1691
$62K ﹤0.01%
+44,148
1692
$59K ﹤0.01%
+3,917
1693
$59K ﹤0.01%
+49,471
1694
$56K ﹤0.01%
+11,081
1695
$54K ﹤0.01%
+16,481
1696
$54K ﹤0.01%
+13,731
1697
$51K ﹤0.01%
+13,547
1698
$48K ﹤0.01%
+13,446
1699
$47K ﹤0.01%
+3,313
1700
$47K ﹤0.01%
+10,934
66 67
68
69 70