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
1851
$342K ﹤0.01%
+10,386
1852
$342K ﹤0.01%
6,386
+922
1853
$341K ﹤0.01%
28,692
+405
1854
$339K ﹤0.01%
28,518
+2,307
1855
$338K ﹤0.01%
31,847
+1,379
1856
$338K ﹤0.01%
6,928
+158
1857
$338K ﹤0.01%
40,359
-32,719
1858
$336K ﹤0.01%
11,734
-2,613
1859
$336K ﹤0.01%
16,779
+4,296
1860
$334K ﹤0.01%
143,477
-29,264
1861
$334K ﹤0.01%
23,954
+3,705
1862
$332K ﹤0.01%
13,110
-484
1863
$332K ﹤0.01%
43,726
+23,920
1864
$331K ﹤0.01%
11,246
+1,338
1865
$331K ﹤0.01%
6,957
-358
1866
$330K ﹤0.01%
17,384
-44
1867
$330K ﹤0.01%
5,193
-1,610
1868
$330K ﹤0.01%
6,773
+147
1869
$330K ﹤0.01%
17,840
-311
1870
$329K ﹤0.01%
18,295
+6,696
1871
$329K ﹤0.01%
11,428
-1,104
1872
$329K ﹤0.01%
100,773
-12,104
1873
$328K ﹤0.01%
19,532
+2,311
1874
$327K ﹤0.01%
13,913
+1,770
1875
$326K ﹤0.01%
1,289
-600
73 74
75
76 77