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
$7.11B
AUM Growth
+$668M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,093
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$103M
3
+$84M
4
MSFT icon
Microsoft
MSFT
+$80.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$76.5M

Top Sells

1
+$2.91M
2
+$1.04M
3
+$768K
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$435K
5
CLNE icon
Clean Energy Fuels
CLNE
+$343K

Sector Composition

1 Financials 15.02%
2 Healthcare 12.27%
3 Technology 11.74%
4 Industrials 8.57%
5 Energy 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.16M 0.11%
+289,251
202
$8.13M 0.11%
+83,339
203
$8.11M 0.11%
+73,634
204
$8.1M 0.11%
+253,854
205
$8.1M 0.11%
+320,574
206
$8.1M 0.11%
+225,610
207
$8.09M 0.11%
+109,757
208
$8.01M 0.11%
+141,548
209
$8.01M 0.11%
+97,205
210
$7.99M 0.11%
+82,234
211
$7.99M 0.11%
+112,472
212
$7.99M 0.11%
+157,874
213
$7.88M 0.11%
+71,530
214
$7.88M 0.11%
+512,752
215
$7.83M 0.11%
+96,963
216
$7.83M 0.11%
+144,531
217
$7.81M 0.11%
+27,561
218
$7.7M 0.11%
+104,111
219
$7.7M 0.11%
+51,853
220
$7.69M 0.11%
+247,697
221
$7.68M 0.11%
+102,238
222
$7.66M 0.11%
+325,449
223
$7.65M 0.11%
+1,150,752
224
$7.62M 0.11%
+145,232
225
$7.58M 0.11%
+135,117
7 8
9
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