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
1951
$284K ﹤0.01%
13,306
+2,342
1952
$283K ﹤0.01%
20,044
-607
1953
$282K ﹤0.01%
7,102
-321
1954
$282K ﹤0.01%
9,274
-1,443
1955
$281K ﹤0.01%
9,911
-811
1956
$280K ﹤0.01%
5,229
-218
1957
$279K ﹤0.01%
4,708
-153
1958
$279K ﹤0.01%
6,478
-5,013
1959
$278K ﹤0.01%
18,813
+3,995
1960
$278K ﹤0.01%
10,339
-163
1961
$278K ﹤0.01%
41,384
-15,864
1962
$278K ﹤0.01%
+6,227
1963
$277K ﹤0.01%
9,816
+918
1964
$277K ﹤0.01%
6,193
-66
1965
$276K ﹤0.01%
+8,438
1966
$275K ﹤0.01%
+7,858
1967
$274K ﹤0.01%
+3,074
1968
$273K ﹤0.01%
3,029
-1
1969
$272K ﹤0.01%
4,074
+72
1970
$271K ﹤0.01%
+8,293
1971
$271K ﹤0.01%
5,398
+8
1972
$271K ﹤0.01%
15,618
-13,205
1973
$271K ﹤0.01%
201,877
-23,823
1974
$270K ﹤0.01%
8,502
-1,516
1975
$269K ﹤0.01%
9,696
-1,439
77 78
79
80 81