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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$103M
3
+$84M
4
MSFT icon
Microsoft
MSFT
+$80.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M

Top Sells

1
+$2.91M
2
+$1.04M
3
+$768K
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$435K
5
CLNE icon
Clean Energy Fuels
CLNE
+$343K

Sector Composition

1 Financials 15.02%
2 Healthcare 12.27%
3 Technology 11.74%
4 Industrials 8.57%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.43M 0.13%
+506,274
177
$9.43M 0.13%
+549,139
178
$9.41M 0.13%
+178,015
179
$9.38M 0.13%
+265,749
180
$9.35M 0.13%
+114,189
181
$9.28M 0.13%
+67,617
182
$9.03M 0.13%
+106,545
183
$9.03M 0.13%
+146,099
184
$9M 0.13%
+294,330
185
$8.96M 0.13%
+240,874
186
$8.95M 0.13%
+28,468
187
$8.9M 0.13%
+126,730
188
$8.89M 0.13%
+222,470
189
$8.82M 0.12%
+85,601
190
$8.8M 0.12%
+59,081
191
$8.73M 0.12%
+57,022
192
$8.54M 0.12%
+79,037
193
$8.44M 0.12%
+267,842
194
$8.4M 0.12%
+92,499
195
$8.33M 0.12%
+862,869
196
$8.27M 0.12%
+118,965
197
$8.24M 0.12%
+166,383
198
$8.2M 0.12%
+146,744
199
$8.2M 0.12%
+112,936
200
$8.17M 0.11%
+124,311
6 7
8
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