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
1951
$304K ﹤0.01%
11,158
-6,406
1952
$304K ﹤0.01%
3,297
+223
1953
$303K ﹤0.01%
19,386
-6,689
1954
$301K ﹤0.01%
21,984
+8,504
1955
$301K ﹤0.01%
20,934
-505
1956
$300K ﹤0.01%
10,877
+304
1957
$299K ﹤0.01%
4,487
+515
1958
$298K ﹤0.01%
8,869
+654
1959
$298K ﹤0.01%
27,018
+15,252
1960
$298K ﹤0.01%
9,898
-44
1961
$297K ﹤0.01%
4,670
-462
1962
$297K ﹤0.01%
9,799
+142
1963
$296K ﹤0.01%
27,677
-7,118
1964
$295K ﹤0.01%
10,363
+118
1965
$295K ﹤0.01%
3,529
-854
1966
$295K ﹤0.01%
7,921
-463
1967
$293K ﹤0.01%
7,183
+1,197
1968
$292K ﹤0.01%
7,110
+347
1969
$291K ﹤0.01%
57,855
+34,017
1970
$291K ﹤0.01%
11,659
-1,066
1971
$288K ﹤0.01%
152,293
+14,466
1972
$288K ﹤0.01%
13,482
+1,632
1973
$288K ﹤0.01%
13,045
+1,026
1974
$287K ﹤0.01%
3,006
+274
1975
$286K ﹤0.01%
8,154
-2,206
77 78
79
80 81