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
1751
$442K ﹤0.01%
8,516
-3,007
1752
$440K ﹤0.01%
10,066
-123
1753
$440K ﹤0.01%
14,903
+662
1754
$440K ﹤0.01%
1,342
+336
1755
$439K ﹤0.01%
32,139
-9,816
1756
$438K ﹤0.01%
22,225
+501
1757
$438K ﹤0.01%
6,590
+1,009
1758
$438K ﹤0.01%
5,875
+241
1759
$438K ﹤0.01%
15,219
-4,238
1760
$435K ﹤0.01%
8,353
+3,522
1761
$435K ﹤0.01%
90,595
+10,441
1762
$435K ﹤0.01%
3,004
-1,349
1763
$434K ﹤0.01%
5,995
+597
1764
$434K ﹤0.01%
152,873
+43,152
1765
$431K ﹤0.01%
18,916
-2,843
1766
$428K ﹤0.01%
13,660
-88
1767
$428K ﹤0.01%
16,507
+949
1768
$427K ﹤0.01%
4,340
-993
1769
$426K ﹤0.01%
1,289
+15
1770
$426K ﹤0.01%
27,233
+17,033
1771
$426K ﹤0.01%
12,338
+1,447
1772
$426K ﹤0.01%
25,315
+1,730
1773
$426K ﹤0.01%
9,901
-354
1774
$425K ﹤0.01%
7,291
+1,185
1775
$424K ﹤0.01%
31,143
-332
69 70
71
72 73