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
2176
$155K ﹤0.01%
+21,352
2177
$155K ﹤0.01%
48,787
+1,967
2178
$153K ﹤0.01%
10,363
-23,430
2179
$153K ﹤0.01%
23,288
+498
2180
$149K ﹤0.01%
+10,076
2181
$148K ﹤0.01%
574
+351
2182
$148K ﹤0.01%
54,166
-36,933
2183
$146K ﹤0.01%
3,349
+31
2184
$145K ﹤0.01%
1,052
+44
2185
$143K ﹤0.01%
12,928
+2,819
2186
$140K ﹤0.01%
+10,224
2187
$139K ﹤0.01%
19,899
-7,106
2188
$135K ﹤0.01%
1,558
+167
2189
$135K ﹤0.01%
+11,242
2190
$134K ﹤0.01%
26,770
-1,242
2191
$134K ﹤0.01%
+1,408
2192
$133K ﹤0.01%
25,522
-4,655
2193
$133K ﹤0.01%
+11,998
2194
$131K ﹤0.01%
12,963
-3,690
2195
$129K ﹤0.01%
11,557
-138
2196
$128K ﹤0.01%
15,517
+2,617
2197
$128K ﹤0.01%
27,834
-2,763
2198
$126K ﹤0.01%
22,272
-3,506
2199
$119K ﹤0.01%
13,027
-414
2200
$118K ﹤0.01%
45,837
-64,199
86 87
88
89 90