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
1851
$366K ﹤0.01%
10,128
+1,051
1852
$365K ﹤0.01%
8,199
+1,578
1853
$363K ﹤0.01%
54,049
-1,582
1854
$363K ﹤0.01%
20,636
-3,363
1855
$363K ﹤0.01%
32,529
-564
1856
$362K ﹤0.01%
19,564
-1,419
1857
$362K ﹤0.01%
7,010
+1,802
1858
$361K ﹤0.01%
21,826
-41,749
1859
$361K ﹤0.01%
8,334
+1,309
1860
$360K ﹤0.01%
13,860
-3,825
1861
$359K ﹤0.01%
17,249
-11,058
1862
$358K ﹤0.01%
84
-31
1863
$358K ﹤0.01%
118,544
+28,554
1864
$358K ﹤0.01%
6,807
-1,410
1865
$357K ﹤0.01%
3,298
+133
1866
$357K ﹤0.01%
21,697
-1,457
1867
$356K ﹤0.01%
22,349
-1,714
1868
$356K ﹤0.01%
13,564
-415
1869
$356K ﹤0.01%
16,369
+4,468
1870
$355K ﹤0.01%
6,961
+2,912
1871
$354K ﹤0.01%
21,370
-19,610
1872
$353K ﹤0.01%
20,180
-723
1873
$350K ﹤0.01%
12,546
-1,251
1874
$349K ﹤0.01%
5,866
+198
1875
$348K ﹤0.01%
43,452
-4,473
73 74
75
76 77