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
1926
$317K ﹤0.01%
14,806
-1,632
1927
$317K ﹤0.01%
+9,921
1928
$316K ﹤0.01%
15,934
+580
1929
$316K ﹤0.01%
6,536
+341
1930
$316K ﹤0.01%
45,560
-10,094
1931
$316K ﹤0.01%
4,677
+679
1932
$316K ﹤0.01%
+5,132
1933
$315K ﹤0.01%
11,219
+1,191
1934
$315K ﹤0.01%
18,324
+3,390
1935
$315K ﹤0.01%
6,855
-91
1936
$315K ﹤0.01%
29,699
-2,483
1937
$314K ﹤0.01%
10,489
-177
1938
$313K ﹤0.01%
4,936
+100
1939
$312K ﹤0.01%
6,170
-278
1940
$311K ﹤0.01%
+3,807
1941
$311K ﹤0.01%
130,677
-10,572
1942
$310K ﹤0.01%
5,841
-59
1943
$310K ﹤0.01%
5,532
+422
1944
$308K ﹤0.01%
9,502
+1,660
1945
$308K ﹤0.01%
23,562
-3,140
1946
$307K ﹤0.01%
17,352
-122
1947
$307K ﹤0.01%
23,613
+523
1948
$306K ﹤0.01%
5,642
-79
1949
$305K ﹤0.01%
5,986
-366
1950
$305K ﹤0.01%
8,296
+332
76 77
78
79 80