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
1976
$269K ﹤0.01%
19,649
+43
1977
$268K ﹤0.01%
12,587
+972
1978
$268K ﹤0.01%
16,116
+1,233
1979
$267K ﹤0.01%
14,868
-1,375
1980
$267K ﹤0.01%
+5,811
1981
$267K ﹤0.01%
12,685
-108
1982
$267K ﹤0.01%
9,100
+1,152
1983
$266K ﹤0.01%
12,674
-1,825
1984
$266K ﹤0.01%
31,069
-14,774
1985
$265K ﹤0.01%
7,079
+185
1986
$264K ﹤0.01%
+5,144
1987
$263K ﹤0.01%
8,924
+732
1988
$263K ﹤0.01%
32,284
+11,897
1989
$262K ﹤0.01%
6,686
-356
1990
$262K ﹤0.01%
4,073
-1,917
1991
$262K ﹤0.01%
11,369
+62
1992
$261K ﹤0.01%
5,990
+1,263
1993
$261K ﹤0.01%
38,401
-10,471
1994
$261K ﹤0.01%
5,846
-211
1995
$260K ﹤0.01%
13,495
1996
$260K ﹤0.01%
9,383
+616
1997
$260K ﹤0.01%
+14,519
1998
$259K ﹤0.01%
6,524
+1,213
1999
$259K ﹤0.01%
4,275
-418
2000
$259K ﹤0.01%
4,773
-396
78 79
80
81 82