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
1701
$488K ﹤0.01%
7,233
+346
1702
$486K ﹤0.01%
10,914
-1,978
1703
$485K ﹤0.01%
10,740
-1,429
1704
$483K ﹤0.01%
9,603
-1,930
1705
$481K ﹤0.01%
20,788
+2,487
1706
$479K ﹤0.01%
182,291
+13,968
1707
$478K ﹤0.01%
20,862
-1,029
1708
$477K ﹤0.01%
15,071
+738
1709
$476K ﹤0.01%
129,808
+8,315
1710
$475K ﹤0.01%
14,804
-3,427
1711
$475K ﹤0.01%
6,724
+28
1712
$475K ﹤0.01%
12,072
-1,005
1713
$475K ﹤0.01%
16,587
-1,251
1714
$475K ﹤0.01%
10,481
+258
1715
$474K ﹤0.01%
24,391
-10,379
1716
$473K ﹤0.01%
28,912
+1,183
1717
$471K ﹤0.01%
15,570
+151
1718
$471K ﹤0.01%
21,951
+1,569
1719
$470K ﹤0.01%
18,623
-1,749
1720
$470K ﹤0.01%
44,104
+4,488
1721
$469K ﹤0.01%
80,978
-4,961
1722
$469K ﹤0.01%
14,699
+5,173
1723
$467K ﹤0.01%
8,905
-77
1724
$467K ﹤0.01%
34,469
+8,740
1725
$466K ﹤0.01%
3,313
+399
67 68
69
70 71