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
1826
$379K ﹤0.01%
24,983
+1,147
1827
$379K ﹤0.01%
27,253
+435
1828
$378K ﹤0.01%
6,467
+162
1829
$378K ﹤0.01%
22,030
+248
1830
$378K ﹤0.01%
3,642
-645
1831
$378K ﹤0.01%
7,159
-529
1832
$377K ﹤0.01%
4,440
+20
1833
$376K ﹤0.01%
52,998
-13,717
1834
$376K ﹤0.01%
15,267
+2,113
1835
$375K ﹤0.01%
40,344
+6,166
1836
$375K ﹤0.01%
22,954
+661
1837
$374K ﹤0.01%
4,316
+183
1838
$374K ﹤0.01%
45,674
+15,749
1839
$372K ﹤0.01%
53,470
+7,984
1840
$372K ﹤0.01%
131
+20
1841
$372K ﹤0.01%
51,887
-12,730
1842
$370K ﹤0.01%
6,449
+76
1843
$370K ﹤0.01%
29,966
-320
1844
$370K ﹤0.01%
24,043
-19,554
1845
$370K ﹤0.01%
7,750
+1,060
1846
$370K ﹤0.01%
47,099
+29,410
1847
$369K ﹤0.01%
20,462
+9,046
1848
$369K ﹤0.01%
14,566
+337
1849
$369K ﹤0.01%
15,139
+6,275
1850
$368K ﹤0.01%
7,425
-1,253
72 73
74
75 76