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
151
$10.9M 0.15%
+133,669
152
$10.7M 0.15%
+260,698
153
$10.7M 0.15%
+235,031
154
$10.7M 0.15%
+113,155
155
$10.7M 0.15%
+42,255
156
$10.7M 0.15%
+80,416
157
$10.6M 0.15%
+743,202
158
$10.5M 0.15%
+91,747
159
$10.4M 0.15%
+95,759
160
$10.4M 0.15%
+246,465
161
$10.3M 0.14%
+136,020
162
$10.2M 0.14%
+187,269
163
$10.1M 0.14%
+119,820
164
$10.1M 0.14%
+131,106
165
$10.1M 0.14%
+228,910
166
$10M 0.14%
+309,973
167
$10M 0.14%
+284,567
168
$9.93M 0.14%
+139,929
169
$9.92M 0.14%
+100,406
170
$9.86M 0.14%
+224,436
171
$9.82M 0.14%
+18,279
172
$9.77M 0.14%
+843,552
173
$9.76M 0.14%
+98,055
174
$9.7M 0.14%
+78,622
175
$9.55M 0.13%
+127,350
5 6
7
8 9