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
1726
$466K ﹤0.01%
5,467
-294
1727
$466K ﹤0.01%
5,334
+208
1728
$464K ﹤0.01%
19,581
+3,003
1729
$463K ﹤0.01%
19,759
-759
1730
$463K ﹤0.01%
11,635
+3,130
1731
$462K ﹤0.01%
30,241
+1,395
1732
$461K ﹤0.01%
8,334
-646
1733
$461K ﹤0.01%
8,309
-1,327
1734
$461K ﹤0.01%
12,136
-107
1735
$461K ﹤0.01%
11,052
+1,259
1736
$458K ﹤0.01%
18,473
+1,937
1737
$456K ﹤0.01%
15,097
+1,342
1738
$456K ﹤0.01%
15,196
+1,817
1739
$452K ﹤0.01%
12,557
+1,598
1740
$449K ﹤0.01%
11,477
+1,953
1741
$448K ﹤0.01%
15,556
+274
1742
$447K ﹤0.01%
12,038
+473
1743
$447K ﹤0.01%
7,880
+769
1744
$447K ﹤0.01%
25,316
+5,716
1745
$447K ﹤0.01%
12,055
+92
1746
$447K ﹤0.01%
11,396
+1,993
1747
$445K ﹤0.01%
15,890
+6,207
1748
$444K ﹤0.01%
12,641
+308
1749
$444K ﹤0.01%
5,959
+162
1750
$443K ﹤0.01%
14,797
+4,610
68 69
70
71 72