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
2076
$230K ﹤0.01%
17,156
-784
2077
$230K ﹤0.01%
58,164
+30,467
2078
$230K ﹤0.01%
3,289
-47
2079
$230K ﹤0.01%
+5,049
2080
$230K ﹤0.01%
5,229
+300
2081
$230K ﹤0.01%
8,400
-511
2082
$229K ﹤0.01%
5,630
+42
2083
$228K ﹤0.01%
13,857
-1,036
2084
$228K ﹤0.01%
7,629
+51
2085
$228K ﹤0.01%
+5,860
2086
$227K ﹤0.01%
+5,586
2087
$226K ﹤0.01%
6,836
-62
2088
$226K ﹤0.01%
94,394
+24,108
2089
$226K ﹤0.01%
3,904
-3,317
2090
$225K ﹤0.01%
5,586
-929
2091
$224K ﹤0.01%
11,128
-796
2092
$224K ﹤0.01%
51,627
+779
2093
$223K ﹤0.01%
+5,195
2094
$222K ﹤0.01%
14,177
+851
2095
$222K ﹤0.01%
+6,054
2096
$221K ﹤0.01%
+15,883
2097
$221K ﹤0.01%
+12,979
2098
$221K ﹤0.01%
11,644
-1,695
2099
$221K ﹤0.01%
+4,653
2100
$219K ﹤0.01%
+5,090
82 83
84
85 86