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
1751
$414K ﹤0.01%
20,007
+214
1752
$413K ﹤0.01%
44,988
+553
1753
$413K ﹤0.01%
14,154
-146
1754
$413K ﹤0.01%
4,498
-128
1755
$412K ﹤0.01%
5,155
+432
1756
$412K ﹤0.01%
72,443
+45,954
1757
$411K ﹤0.01%
9,853
+186
1758
$409K ﹤0.01%
110,218
+725
1759
$408K ﹤0.01%
5,234
-135
1760
$408K ﹤0.01%
6,562
-419
1761
$408K ﹤0.01%
9,354
-240
1762
$407K ﹤0.01%
35,495
-3,638
1763
$406K ﹤0.01%
24,578
-578
1764
$406K ﹤0.01%
18,458
-965
1765
$404K ﹤0.01%
39,039
+2,810
1766
$404K ﹤0.01%
12,677
-6,186
1767
$403K ﹤0.01%
11,161
-245
1768
$403K ﹤0.01%
31,946
+2,085
1769
$402K ﹤0.01%
16,216
+6,085
1770
$402K ﹤0.01%
9,800
+3,367
1771
$401K ﹤0.01%
7,483
-1,136
1772
$399K ﹤0.01%
16,233
-774
1773
$399K ﹤0.01%
19,652
+5,752
1774
$397K ﹤0.01%
7,525
-2,012
1775
$397K ﹤0.01%
13,944
+2,206
69 70
71
72 73