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
1676
$518K ﹤0.01%
226,501
+57,368
1677
$516K ﹤0.01%
13,371
+517
1678
$516K ﹤0.01%
11,276
+558
1679
$516K ﹤0.01%
15,204
+1,842
1680
$513K ﹤0.01%
6,182
+2,134
1681
$512K ﹤0.01%
11,070
-206
1682
$512K ﹤0.01%
25,344
-3,169
1683
$511K ﹤0.01%
9,700
-649
1684
$509K ﹤0.01%
22,530
+1,720
1685
$509K ﹤0.01%
29,958
+13,246
1686
$507K ﹤0.01%
10,486
+1,790
1687
$503K ﹤0.01%
26,131
+737
1688
$503K ﹤0.01%
31,440
+754
1689
$501K ﹤0.01%
37,272
-1,473
1690
$501K ﹤0.01%
110,505
+13,031
1691
$499K ﹤0.01%
48,715
+32,117
1692
$496K ﹤0.01%
7,589
+30
1693
$495K ﹤0.01%
17,377
-2,081
1694
$495K ﹤0.01%
10,329
+358
1695
$495K ﹤0.01%
5,108
+1,888
1696
$494K ﹤0.01%
19,313
+699
1697
$492K ﹤0.01%
54,360
-3,013
1698
$490K ﹤0.01%
39,257
-4,460
1699
$490K ﹤0.01%
17,762
-6,758
1700
$489K ﹤0.01%
16,057
+919
66 67
68
69 70