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
1776
$397K ﹤0.01%
18,337
+4,411
1777
$397K ﹤0.01%
23,463
+2,634
1778
$396K ﹤0.01%
27,471
-1,475
1779
$394K ﹤0.01%
18,365
-6,283
1780
$394K ﹤0.01%
144,834
-1,424
1781
$394K ﹤0.01%
18,330
+404
1782
$393K ﹤0.01%
+5,610
1783
$393K ﹤0.01%
10,553
-2,535
1784
$393K ﹤0.01%
5,069
-275
1785
$392K ﹤0.01%
24,531
+6,071
1786
$391K ﹤0.01%
5,988
-411
1787
$390K ﹤0.01%
16,241
-459
1788
$389K ﹤0.01%
136,036
+19,203
1789
$389K ﹤0.01%
4,461
+870
1790
$389K ﹤0.01%
6,367
-733
1791
$389K ﹤0.01%
20,742
-1,390
1792
$387K ﹤0.01%
6,917
+849
1793
$387K ﹤0.01%
13,567
-1,345
1794
$387K ﹤0.01%
20,342
-2,053
1795
$387K ﹤0.01%
21,807
-9,718
1796
$386K ﹤0.01%
9,450
+863
1797
$386K ﹤0.01%
21,662
+6,627
1798
$386K ﹤0.01%
130,356
+14,656
1799
$385K ﹤0.01%
28,313
-270
1800
$384K ﹤0.01%
11,979
-553
70 71
72
73 74