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
1801
$401K ﹤0.01%
16,289
+59
1802
$401K ﹤0.01%
11,437
-289
1803
$400K ﹤0.01%
14,670
+2,461
1804
$400K ﹤0.01%
7,626
-2,879
1805
$398K ﹤0.01%
45,635
+17,422
1806
$397K ﹤0.01%
8,953
+410
1807
$396K ﹤0.01%
72,697
-20,040
1808
$395K ﹤0.01%
17,593
-633
1809
$395K ﹤0.01%
11,101
+2,347
1810
$394K ﹤0.01%
21,351
+4,778
1811
$393K ﹤0.01%
10,128
+271
1812
$392K ﹤0.01%
16,875
-1,619
1813
$392K ﹤0.01%
10,188
-121
1814
$391K ﹤0.01%
4,807
+281
1815
$390K ﹤0.01%
4,262
-351
1816
$389K ﹤0.01%
25,994
-5,305
1817
$387K ﹤0.01%
47,836
-4,118
1818
$387K ﹤0.01%
7,570
+861
1819
$386K ﹤0.01%
11,342
+3,986
1820
$385K ﹤0.01%
12,938
-3,762
1821
$385K ﹤0.01%
16,088
+189
1822
$384K ﹤0.01%
9,323
+2,108
1823
$383K ﹤0.01%
4,279
-231
1824
$380K ﹤0.01%
21,164
+96
1825
$380K ﹤0.01%
14,347
+86
71 72
73
74 75