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
2101
$219K ﹤0.01%
9,083
+641
2102
$219K ﹤0.01%
17,572
+1,206
2103
$219K ﹤0.01%
+2,781
2104
$218K ﹤0.01%
+1,057
2105
$218K ﹤0.01%
15,220
-1,066
2106
$218K ﹤0.01%
17,781
+495
2107
$217K ﹤0.01%
+8,178
2108
$216K ﹤0.01%
+2,354
2109
$216K ﹤0.01%
+7,784
2110
$216K ﹤0.01%
+20,173
2111
$215K ﹤0.01%
+6,824
2112
$215K ﹤0.01%
+4,489
2113
$215K ﹤0.01%
10,511
-1,403
2114
$215K ﹤0.01%
+4,804
2115
$214K ﹤0.01%
4,370
-444
2116
$213K ﹤0.01%
+7,920
2117
$213K ﹤0.01%
+5,410
2118
$212K ﹤0.01%
+12,111
2119
$210K ﹤0.01%
+8,982
2120
$210K ﹤0.01%
19,506
+619
2121
$210K ﹤0.01%
+6,378
2122
$210K ﹤0.01%
8,006
+28
2123
$210K ﹤0.01%
6,855
-1,458
2124
$209K ﹤0.01%
+4,749
2125
$209K ﹤0.01%
+8,578
83 84
85
86 87