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
1976
$285K ﹤0.01%
12,961
-119
1977
$285K ﹤0.01%
9,935
+1,481
1978
$284K ﹤0.01%
13,264
+1,178
1979
$283K ﹤0.01%
15,113
+109
1980
$282K ﹤0.01%
38,093
+7,334
1981
$281K ﹤0.01%
17,084
-215
1982
$281K ﹤0.01%
13,659
+2,212
1983
$280K ﹤0.01%
17,345
+627
1984
$279K ﹤0.01%
31,228
+5,378
1985
$279K ﹤0.01%
12,432
-1,830
1986
$278K ﹤0.01%
4,780
+914
1987
$277K ﹤0.01%
13,102
+165
1988
$276K ﹤0.01%
6,460
+49
1989
$276K ﹤0.01%
10,037
+622
1990
$275K ﹤0.01%
6,769
-962
1991
$275K ﹤0.01%
8,927
+978
1992
$275K ﹤0.01%
7,502
+1,180
1993
$275K ﹤0.01%
10,632
+3,346
1994
$274K ﹤0.01%
17,563
+3,957
1995
$274K ﹤0.01%
12,868
+4,979
1996
$274K ﹤0.01%
3,879
-1,788
1997
$272K ﹤0.01%
+9,845
1998
$272K ﹤0.01%
3,481
-38
1999
$271K ﹤0.01%
8,008
+368
2000
$270K ﹤0.01%
21,408
+9,436
78 79
80
81 82