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
176
$24M 0.14%
479,865
+58,946
177
$24M 0.14%
311,650
-2,571
178
$23.5M 0.13%
73,478
+1,809
179
$23.3M 0.13%
474,597
+14,906
180
$23.2M 0.13%
175,704
+15,863
181
$23.2M 0.13%
597,780
+409,122
182
$23.1M 0.13%
470,553
-140,708
183
$23.1M 0.13%
1,290,232
+34,288
184
$23.1M 0.13%
665,832
+23,232
185
$23.1M 0.13%
481,909
+121,861
186
$23M 0.13%
192,648
+2,370
187
$23M 0.13%
146,919
+16,205
188
$22.9M 0.13%
239,662
+7,442
189
$22.7M 0.13%
517,990
+21,017
190
$22.5M 0.13%
685,992
-44,310
191
$22.5M 0.13%
174,774
+19,473
192
$22.5M 0.13%
245,135
+6,753
193
$22.4M 0.13%
749,645
+23,859
194
$22.3M 0.13%
202,632
+6,193
195
$22M 0.12%
107,171
+16,745
196
$21.8M 0.12%
129,974
+4,341
197
$21.8M 0.12%
472,155
+6,147
198
$21.7M 0.12%
295,478
+9,954
199
$21.7M 0.12%
402,008
-17,690
200
$21.5M 0.12%
420,486
+85,566
6 7
8
9 10