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
1726
$434K ﹤0.01%
6,106
-2,879
1727
$434K ﹤0.01%
12,625
+1,213
1728
$434K ﹤0.01%
5,261
+168
1729
$434K ﹤0.01%
4,608
-338
1730
$432K ﹤0.01%
96
+29
1731
$431K ﹤0.01%
65
+13
1732
$431K ﹤0.01%
12,341
+83
1733
$431K ﹤0.01%
8,291
+86
1734
$430K ﹤0.01%
10,153
-314
1735
$429K ﹤0.01%
4,559
-122
1736
$429K ﹤0.01%
11,280
+236
1737
$429K ﹤0.01%
1,802
-69
1738
$424K ﹤0.01%
11,732
-397
1739
$423K ﹤0.01%
4,159
+755
1740
$422K ﹤0.01%
25,061
-951
1741
$422K ﹤0.01%
18,483
-2,057
1742
$421K ﹤0.01%
21,425
+1,002
1743
$420K ﹤0.01%
19,523
-158
1744
$420K ﹤0.01%
21,147
+1,690
1745
$418K ﹤0.01%
13,516
-118
1746
$418K ﹤0.01%
9,654
+853
1747
$418K ﹤0.01%
7,684
+793
1748
$417K ﹤0.01%
15,633
+176
1749
$416K ﹤0.01%
41,559
+6,778
1750
$415K ﹤0.01%
9,730
-10,957
68 69
70
71 72