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
2051
$244K ﹤0.01%
18,843
-943
2052
$244K ﹤0.01%
28,306
-1,458
2053
$243K ﹤0.01%
15,147
-2,909
2054
$243K ﹤0.01%
2,927
-248
2055
$242K ﹤0.01%
5,844
-1,406
2056
$242K ﹤0.01%
6,934
+755
2057
$241K ﹤0.01%
2,246
-253
2058
$241K ﹤0.01%
12,224
-1,188
2059
$241K ﹤0.01%
48,690
+14,359
2060
$241K ﹤0.01%
15,842
+3,159
2061
$239K ﹤0.01%
6,216
-107
2062
$238K ﹤0.01%
9,651
+268
2063
$237K ﹤0.01%
15,750
+77
2064
$237K ﹤0.01%
12,528
-540
2065
$236K ﹤0.01%
12,933
-895
2066
$236K ﹤0.01%
+6,192
2067
$236K ﹤0.01%
28,916
+1,532
2068
$234K ﹤0.01%
10,421
+723
2069
$234K ﹤0.01%
1,342
+463
2070
$234K ﹤0.01%
+9,089
2071
$233K ﹤0.01%
17,495
+1,315
2072
$231K ﹤0.01%
10,762
-3,223
2073
$231K ﹤0.01%
3,353
-188
2074
$231K ﹤0.01%
+6,420
2075
$230K ﹤0.01%
22,733
+1,053
81 82
83
84 85