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
1901
$312K ﹤0.01%
5,792
+446
1902
$311K ﹤0.01%
6,321
+239
1903
$310K ﹤0.01%
1,948
-902
1904
$310K ﹤0.01%
4,240
-1,746
1905
$309K ﹤0.01%
4,599
-21
1906
$309K ﹤0.01%
12,342
+182
1907
$308K ﹤0.01%
7,356
+553
1908
$308K ﹤0.01%
21,329
+5,621
1909
$307K ﹤0.01%
11,123
+2,990
1910
$306K ﹤0.01%
24,066
+4,228
1911
$306K ﹤0.01%
+13,050
1912
$305K ﹤0.01%
5,066
-421
1913
$304K ﹤0.01%
4,516
+1,687
1914
$304K ﹤0.01%
3,986
+886
1915
$302K ﹤0.01%
13,947
+152
1916
$302K ﹤0.01%
18,540
-1,253
1917
$301K ﹤0.01%
22,607
-186
1918
$301K ﹤0.01%
+2,911
1919
$300K ﹤0.01%
6,919
-68
1920
$300K ﹤0.01%
3,356
+119
1921
$299K ﹤0.01%
17,197
+2,749
1922
$298K ﹤0.01%
7,552
-14
1923
$297K ﹤0.01%
41,585
+864
1924
$297K ﹤0.01%
2,801
-86
1925
$296K ﹤0.01%
3,368
+847
75 76
77
78 79