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
1701
$458K ﹤0.01%
8,946
-5,640
1702
$458K ﹤0.01%
10,410
-492
1703
$458K ﹤0.01%
30,452
-4,877
1704
$457K ﹤0.01%
13,267
+75
1705
$456K ﹤0.01%
22,189
+960
1706
$456K ﹤0.01%
17,349
+1,348
1707
$453K ﹤0.01%
13,832
+1,285
1708
$450K ﹤0.01%
+34,030
1709
$449K ﹤0.01%
25,660
+1,582
1710
$449K ﹤0.01%
51,137
-42,564
1711
$448K ﹤0.01%
7,692
+965
1712
$448K ﹤0.01%
9,403
-6,984
1713
$444K ﹤0.01%
11,214
+1,207
1714
$442K ﹤0.01%
20,141
-184
1715
$442K ﹤0.01%
28,485
-869
1716
$441K ﹤0.01%
14,738
-571
1717
$441K ﹤0.01%
4,889
-464
1718
$440K ﹤0.01%
+2,991
1719
$440K ﹤0.01%
20,404
-569
1720
$440K ﹤0.01%
26,311
-4,413
1721
$437K ﹤0.01%
10,622
-2,421
1722
$437K ﹤0.01%
12,166
+3,022
1723
$435K ﹤0.01%
30,572
-9,718
1724
$435K ﹤0.01%
31,835
-867
1725
$434K ﹤0.01%
18,202
+6,807
67 68
69
70 71