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
1826
$365K ﹤0.01%
10,439
-140
1827
$363K ﹤0.01%
16,070
-500
1828
$362K ﹤0.01%
1,292
+49
1829
$361K ﹤0.01%
16,058
+4,687
1830
$360K ﹤0.01%
14,649
+3,107
1831
$358K ﹤0.01%
7,441
-32
1832
$357K ﹤0.01%
16,560
+130
1833
$357K ﹤0.01%
+36,612
1834
$357K ﹤0.01%
27,111
-31,133
1835
$356K ﹤0.01%
11,472
-622
1836
$353K ﹤0.01%
135,234
+16,173
1837
$353K ﹤0.01%
13,456
+800
1838
$353K ﹤0.01%
26,123
-10,819
1839
$351K ﹤0.01%
4,075
+931
1840
$350K ﹤0.01%
5,755
-458
1841
$348K ﹤0.01%
4,645
-116
1842
$347K ﹤0.01%
18,714
+8,689
1843
$347K ﹤0.01%
12,041
+2,460
1844
$346K ﹤0.01%
5,616
-1,663
1845
$346K ﹤0.01%
22,203
-2,141
1846
$346K ﹤0.01%
6,427
+2,219
1847
$346K ﹤0.01%
10,122
+64
1848
$346K ﹤0.01%
12,557
+580
1849
$343K ﹤0.01%
10,224
-2,715
1850
$343K ﹤0.01%
10,580
-64
72 73
74
75 76