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 17.56%
3 Healthcare 12.83%
4 Consumer Discretionary 9.79%
5 Industrials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$117K ﹤0.01%
+46,230
2202
$116K ﹤0.01%
12,011
-6,775
2203
$116K ﹤0.01%
27,861
-4,638
2204
$115K ﹤0.01%
14,208
-637
2205
$115K ﹤0.01%
24,434
-383
2206
$113K ﹤0.01%
+11,196
2207
$108K ﹤0.01%
667
-845
2208
$107K ﹤0.01%
+13,069
2209
$107K ﹤0.01%
21,911
+8,088
2210
$104K ﹤0.01%
+11,308
2211
$104K ﹤0.01%
14,951
-850
2212
$104K ﹤0.01%
18,674
2213
$103K ﹤0.01%
16,799
-7,339
2214
$103K ﹤0.01%
50,120
+21,775
2215
$103K ﹤0.01%
+12,520
2216
$98K ﹤0.01%
14,597
+1,864
2217
$97K ﹤0.01%
22,811
+5,058
2218
$97K ﹤0.01%
1,748
+492
2219
$94K ﹤0.01%
+2,029
2220
$93K ﹤0.01%
69,527
+31,753
2221
$90K ﹤0.01%
+354
2222
$88K ﹤0.01%
10,961
+3,310
2223
$88K ﹤0.01%
11,624
-15,816
2224
$85K ﹤0.01%
+12,366
2225
$83K ﹤0.01%
11,775
-19,363
87 88
89
90 91