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
2126
$208K ﹤0.01%
15,269
+8
2127
$207K ﹤0.01%
+179
2128
$205K ﹤0.01%
12,165
-144
2129
$205K ﹤0.01%
9,841
-3,581
2130
$205K ﹤0.01%
+4,179
2131
$205K ﹤0.01%
1,219
-1,692
2132
$205K ﹤0.01%
12,435
+788
2133
$203K ﹤0.01%
4,413
-1,345
2134
$203K ﹤0.01%
22,176
-929
2135
$202K ﹤0.01%
9,813
-917
2136
$202K ﹤0.01%
9,646
+584
2137
$202K ﹤0.01%
5,205
-605
2138
$202K ﹤0.01%
33,485
+10,187
2139
$202K ﹤0.01%
10,318
-186
2140
$201K ﹤0.01%
12,430
+2,283
2141
$200K ﹤0.01%
+15,769
2142
$200K ﹤0.01%
19,111
2143
$200K ﹤0.01%
13,925
+1,763
2144
$200K ﹤0.01%
11,038
-1,317
2145
$200K ﹤0.01%
17,784
-5,942
2146
$197K ﹤0.01%
810
+138
2147
$193K ﹤0.01%
+11,236
2148
$193K ﹤0.01%
4,792
+67
2149
$193K ﹤0.01%
14,270
-5,829
2150
$193K ﹤0.01%
12,235
+880
84 85
86
87 88