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
201
$24.2M 0.12%
178,519
+21,225
202
$24.2M 0.12%
384,123
+13,614
203
$24M 0.12%
1,335,630
+120,855
204
$23.9M 0.12%
150,189
+1,771
205
$23.3M 0.12%
521,946
+32,547
206
$23.2M 0.12%
116,806
+12,497
207
$23.2M 0.12%
449,621
+49,038
208
$22.8M 0.11%
365,773
+80,536
209
$22.7M 0.11%
333,948
+11,270
210
$22.7M 0.11%
310,435
+4,350
211
$22.6M 0.11%
493,331
-10,287
212
$22.6M 0.11%
283,250
-17,423
213
$22.6M 0.11%
480,641
+18,009
214
$22.4M 0.11%
332,589
-13,017
215
$22.3M 0.11%
1,261,929
+154,524
216
$22.2M 0.11%
265,938
+14,750
217
$22.2M 0.11%
933,407
+45,706
218
$22.1M 0.11%
405,557
-33,065
219
$22.1M 0.11%
423,847
+5,801
220
$22.1M 0.11%
143,220
-2,336
221
$22M 0.11%
200,502
+22,755
222
$22M 0.11%
320,622
-8,972
223
$21.7M 0.11%
1,168,542
-4,146
224
$21.7M 0.11%
133,603
+1,489
225
$21.3M 0.11%
479,720
-35,723
7 8
9
10 11