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
2151
$153K ﹤0.01%
6,692
-677
2152
$152K ﹤0.01%
28,919
-4,081
2153
$152K ﹤0.01%
13,912
-929
2154
$149K ﹤0.01%
20,423
+5,282
2155
$145K ﹤0.01%
1,397
-45
2156
$143K ﹤0.01%
11,510
-676
2157
$143K ﹤0.01%
1,712
+717
2158
$142K ﹤0.01%
+10,867
2159
$142K ﹤0.01%
1,812
-1,283
2160
$141K ﹤0.01%
12,562
+790
2161
$139K ﹤0.01%
15,516
-3,624
2162
$137K ﹤0.01%
+11,588
2163
$134K ﹤0.01%
14,684
-3,795
2164
$131K ﹤0.01%
14,855
-87
2165
$130K ﹤0.01%
12,255
-2,595
2166
$129K ﹤0.01%
10,865
+3
2167
$128K ﹤0.01%
12,603
-750
2168
$127K ﹤0.01%
11,695
-1,648
2169
$126K ﹤0.01%
68,903
-40,802
2170
$126K ﹤0.01%
16,510
+1,610
2171
$125K ﹤0.01%
14,391
-530
2172
$123K ﹤0.01%
16,451
-1,013
2173
$123K ﹤0.01%
22,993
-11,533
2174
$121K ﹤0.01%
+10,980
2175
$121K ﹤0.01%
13,724
+5,443
85 86
87
88 89