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
1901
$332K ﹤0.01%
22,067
-1,607
1902
$331K ﹤0.01%
12,260
-490
1903
$330K ﹤0.01%
34,911
+300
1904
$330K ﹤0.01%
13,795
+121
1905
$329K ﹤0.01%
5,111
-52
1906
$328K ﹤0.01%
16,590
+2,077
1907
$327K ﹤0.01%
8,688
+168
1908
$326K ﹤0.01%
9,707
+1,743
1909
$325K ﹤0.01%
12,000
+777
1910
$325K ﹤0.01%
22,703
+1,135
1911
$323K ﹤0.01%
1,068
+37
1912
$323K ﹤0.01%
14,489
+3,836
1913
$322K ﹤0.01%
76,750
-2,365
1914
$322K ﹤0.01%
47,856
-12,821
1915
$321K ﹤0.01%
2,754
-123
1916
$321K ﹤0.01%
6,189
+4,559
1917
$319K ﹤0.01%
+11,354
1918
$319K ﹤0.01%
48,696
-14,045
1919
$319K ﹤0.01%
18,454
-1,213
1920
$319K ﹤0.01%
9,481
+2,890
1921
$319K ﹤0.01%
8,040
+84
1922
$318K ﹤0.01%
10,925
+466
1923
$318K ﹤0.01%
11,578
+3,425
1924
$318K ﹤0.01%
61,179
+22,879
1925
$318K ﹤0.01%
35,146
+4,260
75 76
77
78 79