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
2126
$191K ﹤0.01%
+597
2127
$190K ﹤0.01%
19,416
+73
2128
$189K ﹤0.01%
10,968
-603
2129
$189K ﹤0.01%
20,170
+8,433
2130
$189K ﹤0.01%
24,550
+11,673
2131
$185K ﹤0.01%
11,090
-4,755
2132
$183K ﹤0.01%
12,181
-110
2133
$181K ﹤0.01%
685
+14
2134
$179K ﹤0.01%
11,536
+617
2135
$179K ﹤0.01%
19,101
2136
$179K ﹤0.01%
12,535
-17,352
2137
$176K ﹤0.01%
14,777
+620
2138
$176K ﹤0.01%
14,580
-1,827
2139
$173K ﹤0.01%
+11,926
2140
$173K ﹤0.01%
32,795
+12,109
2141
$172K ﹤0.01%
2,815
+1,305
2142
$172K ﹤0.01%
20,984
-3,667
2143
$171K ﹤0.01%
13,083
+2,088
2144
$168K ﹤0.01%
18,948
+8,847
2145
$168K ﹤0.01%
37,332
-13,275
2146
$167K ﹤0.01%
17,716
+614
2147
$167K ﹤0.01%
17,876
+326
2148
$166K ﹤0.01%
+11,998
2149
$166K ﹤0.01%
14,488
+1,586
2150
$157K ﹤0.01%
10,880
-3,043
84 85
86
87 88