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
1801
$383K ﹤0.01%
12,840
-1,356
1802
$383K ﹤0.01%
10,628
+1,168
1803
$381K ﹤0.01%
28,814
+275
1804
$380K ﹤0.01%
34,061
+3,588
1805
$379K ﹤0.01%
5,858
+815
1806
$378K ﹤0.01%
8,350
-80
1807
$376K ﹤0.01%
9,599
+620
1808
$375K ﹤0.01%
8,624
+1,631
1809
$375K ﹤0.01%
3,580
+828
1810
$374K ﹤0.01%
24,099
-4,486
1811
$374K ﹤0.01%
33,549
-1,415
1812
$374K ﹤0.01%
12,920
+4,062
1813
$374K ﹤0.01%
12,353
+807
1814
$374K ﹤0.01%
67,263
-8,931
1815
$373K ﹤0.01%
14,384
-664
1816
$373K ﹤0.01%
74,347
-7,946
1817
$371K ﹤0.01%
15,019
-5,333
1818
$371K ﹤0.01%
11,831
+3,388
1819
$370K ﹤0.01%
8,932
+1,910
1820
$370K ﹤0.01%
9,804
-32
1821
$369K ﹤0.01%
12,422
+801
1822
$368K ﹤0.01%
10,181
+582
1823
$368K ﹤0.01%
12,829
+3,350
1824
$367K ﹤0.01%
9,888
-210
1825
$366K ﹤0.01%
14,008
-1,470
71 72
73
74 75