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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.3M 0.16%
540,058
+33,288
152
$31.2M 0.16%
403,007
+31,116
153
$31.1M 0.15%
162,863
+8,877
154
$30.7M 0.15%
381,619
+30,515
155
$30.7M 0.15%
735,280
+50,604
156
$30.7M 0.15%
1,399,034
-11,939
157
$30.5M 0.15%
528,926
-16,261
158
$30.3M 0.15%
579,456
+32,424
159
$30.2M 0.15%
1,471,917
+122,919
160
$30M 0.15%
703,879
-5,874
161
$29.8M 0.15%
216,465
+7,737
162
$29.7M 0.15%
352,767
+7,301
163
$29.7M 0.15%
269,435
-262
164
$29.5M 0.15%
4,443,912
+162,122
165
$29.2M 0.15%
173,834
-1,752
166
$28.9M 0.14%
247,405
+32,366
167
$28.8M 0.14%
199,481
+10,258
168
$28.8M 0.14%
212,436
+17,088
169
$28.6M 0.14%
555,350
+10,943
170
$28.5M 0.14%
209,755
+4,684
171
$28.4M 0.14%
189,747
+29,083
172
$28.3M 0.14%
344,552
-32,237
173
$28.2M 0.14%
412,676
+5,474
174
$27.6M 0.14%
88,583
+1,405
175
$27.2M 0.14%
175,188
+6,807
5 6
7
8 9