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
176
$27.2M 0.14%
546,863
-23,325
177
$27M 0.13%
676,855
+109,647
178
$26.9M 0.13%
280,880
+3,724
179
$26.5M 0.13%
116,654
+6,463
180
$26.5M 0.13%
381,422
+16,526
181
$26.5M 0.13%
193,142
+9,421
182
$26.1M 0.13%
435,904
+11,260
183
$26.1M 0.13%
199,542
+522
184
$26M 0.13%
708,879
+31,584
185
$25.9M 0.13%
9,989,518
-122,522
186
$25.8M 0.13%
258,928
+8,700
187
$25.7M 0.13%
1,462,605
+882
188
$25.6M 0.13%
391,054
-47,907
189
$25.6M 0.13%
523,971
+195,176
190
$25.4M 0.13%
538,148
+77,784
191
$25.2M 0.13%
144,752
+426
192
$25.2M 0.13%
508,422
+55,618
193
$25.2M 0.13%
229,976
+15,809
194
$25.2M 0.13%
695,738
+61,477
195
$25.2M 0.13%
344,334
+41,580
196
$25M 0.12%
89,101
+2,791
197
$24.8M 0.12%
2,779,290
+569,390
198
$24.6M 0.12%
1,301,365
-108,814
199
$24.6M 0.12%
107,951
+1,479
200
$24.4M 0.12%
486,244
+5,770
6 7
8
9 10