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
2151
$192K ﹤0.01%
+11,127
2152
$192K ﹤0.01%
34,434
+6,757
2153
$190K ﹤0.01%
15,857
+5,126
2154
$189K ﹤0.01%
12,258
-3,263
2155
$188K ﹤0.01%
16,201
+294
2156
$188K ﹤0.01%
14,711
+10
2157
$185K ﹤0.01%
15,846
+2,065
2158
$184K ﹤0.01%
17,672
-2,290
2159
$184K ﹤0.01%
13,293
-9,538
2160
$183K ﹤0.01%
+10,919
2161
$182K ﹤0.01%
19,668
-4,284
2162
$177K ﹤0.01%
10,441
-2,119
2163
$176K ﹤0.01%
445
-6
2164
$176K ﹤0.01%
19,353
-1,049
2165
$175K ﹤0.01%
14,121
-40,554
2166
$174K ﹤0.01%
789
-167
2167
$173K ﹤0.01%
13,136
+1,389
2168
$172K ﹤0.01%
+13,055
2169
$168K ﹤0.01%
13,605
-9,120
2170
$168K ﹤0.01%
+11,252
2171
$167K ﹤0.01%
5,980
-1,343
2172
$165K ﹤0.01%
19,270
+6,377
2173
$163K ﹤0.01%
12,437
+401
2174
$161K ﹤0.01%
+10,485
2175
$158K ﹤0.01%
15,031
+1,871
85 86
87
88 89