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
1776
$424K ﹤0.01%
21,030
+336
1777
$423K ﹤0.01%
7,998
-2,438
1778
$422K ﹤0.01%
43,802
+13,673
1779
$422K ﹤0.01%
12,988
-293
1780
$422K ﹤0.01%
14,435
-2,247
1781
$421K ﹤0.01%
5,064
+50
1782
$418K ﹤0.01%
14,592
+734
1783
$416K ﹤0.01%
6,881
+2,225
1784
$416K ﹤0.01%
29,013
+2,466
1785
$416K ﹤0.01%
8,710
+509
1786
$413K ﹤0.01%
13,975
+2,187
1787
$412K ﹤0.01%
5,098
+118
1788
$411K ﹤0.01%
30,890
-8,126
1789
$411K ﹤0.01%
139,383
+50,578
1790
$410K ﹤0.01%
10,391
+5
1791
$408K ﹤0.01%
10,282
+329
1792
$407K ﹤0.01%
6,611
+33
1793
$407K ﹤0.01%
52,226
-15,847
1794
$406K ﹤0.01%
48,325
-8,333
1795
$405K ﹤0.01%
9,583
-685
1796
$405K ﹤0.01%
34,742
-31,584
1797
$404K ﹤0.01%
1,515
+63
1798
$404K ﹤0.01%
23,687
-1,026
1799
$402K ﹤0.01%
63
-2
1800
$401K ﹤0.01%
31,951
+2,717
70 71
72
73 74