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
2176
$118K ﹤0.01%
6,449
+201
2177
$118K ﹤0.01%
+16,069
2178
$118K ﹤0.01%
+33,844
2179
$116K ﹤0.01%
16,352
+5,789
2180
$115K ﹤0.01%
3,441
+514
2181
$112K ﹤0.01%
11,747
-509
2182
$111K ﹤0.01%
+27,759
2183
$103K ﹤0.01%
+2,457
2184
$103K ﹤0.01%
862
-1,061
2185
$98K ﹤0.01%
12,855
+2,276
2186
$97K ﹤0.01%
3,489
+214
2187
$94K ﹤0.01%
12,294
-5,104
2188
$94K ﹤0.01%
13,226
+382
2189
$92K ﹤0.01%
15,170
-6,478
2190
$92K ﹤0.01%
17,607
+2,870
2191
$91K ﹤0.01%
3,938
-1,051
2192
$85K ﹤0.01%
18,229
-2,951
2193
$84K ﹤0.01%
+19,664
2194
$76K ﹤0.01%
3,881
+295
2195
$74K ﹤0.01%
1,099
-1,694
2196
$72K ﹤0.01%
16,885
+6,526
2197
$71K ﹤0.01%
+1,139
2198
$65K ﹤0.01%
12,127
-10,529
2199
$59K ﹤0.01%
2,608
+1,454
2200
$56K ﹤0.01%
18,726
+540
86 87
88
89 90