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
2076
$223K ﹤0.01%
42,396
+21,766
2077
$222K ﹤0.01%
5,991
+144
2078
$222K ﹤0.01%
9,105
2079
$221K ﹤0.01%
12,300
-982
2080
$221K ﹤0.01%
5,904
-679
2081
$220K ﹤0.01%
12,703
-879
2082
$220K ﹤0.01%
24,031
-856
2083
$218K ﹤0.01%
32,625
-4,525
2084
$218K ﹤0.01%
2,974
-113
2085
$218K ﹤0.01%
+10,179
2086
$218K ﹤0.01%
+6,974
2087
$218K ﹤0.01%
13,255
-3,403
2088
$217K ﹤0.01%
3,782
-435
2089
$216K ﹤0.01%
679
+38
2090
$216K ﹤0.01%
+10,673
2091
$216K ﹤0.01%
15,841
+1,764
2092
$216K ﹤0.01%
+9,386
2093
$215K ﹤0.01%
10,088
-1,270
2094
$215K ﹤0.01%
1,854
+9
2095
$215K ﹤0.01%
11,744
-3,487
2096
$214K ﹤0.01%
14,005
-3,110
2097
$214K ﹤0.01%
8,698
-1,797
2098
$213K ﹤0.01%
+4,348
2099
$213K ﹤0.01%
23,322
-4,920
2100
$212K ﹤0.01%
1,127
+252
82 83
84
85 86