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
1676
$485K ﹤0.01%
11,955
+1,983
1677
$483K ﹤0.01%
25,784
-200
1678
$483K ﹤0.01%
13,009
-2,099
1679
$483K ﹤0.01%
4,756
+1,154
1680
$482K ﹤0.01%
56,295
-8,130
1681
$481K ﹤0.01%
5,072
+2,152
1682
$481K ﹤0.01%
24,329
+3,365
1683
$481K ﹤0.01%
20,651
-3,313
1684
$480K ﹤0.01%
85,872
-21,017
1685
$479K ﹤0.01%
10,670
-25
1686
$479K ﹤0.01%
+25,641
1687
$478K ﹤0.01%
24,093
-565
1688
$477K ﹤0.01%
16,804
-339
1689
$477K ﹤0.01%
4,531
-1,426
1690
$476K ﹤0.01%
18,041
+1,535
1691
$474K ﹤0.01%
7,693
+82
1692
$474K ﹤0.01%
3,787
+124
1693
$472K ﹤0.01%
21,223
-1,900
1694
$470K ﹤0.01%
4,447
-4,618
1695
$469K ﹤0.01%
21,612
+3,555
1696
$465K ﹤0.01%
23,857
-6,504
1697
$464K ﹤0.01%
18,140
+1,877
1698
$463K ﹤0.01%
76,957
-3,238
1699
$459K ﹤0.01%
11,882
+1,930
1700
$459K ﹤0.01%
10,548
-226
66 67
68
69 70