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
1876
$348K ﹤0.01%
17,769
+422
1877
$348K ﹤0.01%
14,229
+1,041
1878
$347K ﹤0.01%
+8,919
1879
$347K ﹤0.01%
17,957
-6,604
1880
$346K ﹤0.01%
3,978
-49
1881
$346K ﹤0.01%
6,100
+220
1882
$345K ﹤0.01%
8,488
+230
1883
$345K ﹤0.01%
19,195
+44
1884
$344K ﹤0.01%
7,589
+931
1885
$344K ﹤0.01%
13,847
+2,899
1886
$343K ﹤0.01%
8,763
-298
1887
$342K ﹤0.01%
8,225
-472
1888
$341K ﹤0.01%
4,929
+158
1889
$341K ﹤0.01%
9,025
-42
1890
$340K ﹤0.01%
6,483
+429
1891
$338K ﹤0.01%
+25,990
1892
$338K ﹤0.01%
3,345
+43
1893
$335K ﹤0.01%
19,335
-1,117
1894
$334K ﹤0.01%
7,277
-1,115
1895
$334K ﹤0.01%
32,299
-8,858
1896
$334K ﹤0.01%
20,461
+5,157
1897
$333K ﹤0.01%
12,024
+1,032
1898
$333K ﹤0.01%
4,394
-284
1899
$332K ﹤0.01%
24,325
-2,801
1900
$332K ﹤0.01%
18,269
+1,202
74 75
76
77 78