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
2101
$211K ﹤0.01%
8,452
-1,407
2102
$210K ﹤0.01%
+6,940
2103
$210K ﹤0.01%
50,929
-99
2104
$210K ﹤0.01%
+26,815
2105
$210K ﹤0.01%
+2,747
2106
$210K ﹤0.01%
+2,372
2107
$209K ﹤0.01%
+9,792
2108
$207K ﹤0.01%
2,339
+958
2109
$207K ﹤0.01%
41,742
-6,981
2110
$205K ﹤0.01%
+5,972
2111
$205K ﹤0.01%
12,142
+183
2112
$205K ﹤0.01%
+4,679
2113
$204K ﹤0.01%
+4,259
2114
$204K ﹤0.01%
10,398
+53
2115
$202K ﹤0.01%
13,027
-2,718
2116
$202K ﹤0.01%
11,889
-144
2117
$201K ﹤0.01%
+3,730
2118
$201K ﹤0.01%
+823
2119
$200K ﹤0.01%
3,600
-1,513
2120
$200K ﹤0.01%
22,695
+1,949
2121
$199K ﹤0.01%
11,843
-330
2122
$198K ﹤0.01%
18,783
-1,844
2123
$198K ﹤0.01%
21,244
+6,237
2124
$198K ﹤0.01%
+10,730
2125
$195K ﹤0.01%
+15,503
83 84
85
86 87