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
2226
$80K ﹤0.01%
1,880
+21
2227
$76K ﹤0.01%
10,371
-6,559
2228
$71K ﹤0.01%
+14,443
2229
$63K ﹤0.01%
14,426
+2,943
2230
$62K ﹤0.01%
+1,088
2231
$58K ﹤0.01%
29,671
+10,260
2232
$45K ﹤0.01%
+29,346
2233
$42K ﹤0.01%
913
+28
2234
$40K ﹤0.01%
+14,737
2235
$39K ﹤0.01%
18,798
-1,150
2236
$34K ﹤0.01%
+1,189
2237
$34K ﹤0.01%
20,480
-20,110
2238
$33K ﹤0.01%
7,877
-306
2239
$32K ﹤0.01%
17,417
+1,264
2240
$30K ﹤0.01%
11,275
-8,022
2241
$24K ﹤0.01%
+20,796
2242
$21K ﹤0.01%
20
+4
2243
$20K ﹤0.01%
1,013
-233
2244
$20K ﹤0.01%
82
+5
2245
$16K ﹤0.01%
26,625
2246
$10K ﹤0.01%
1,096
2247
– –
-47,431
2248
– –
-15,021
2249
– –
-4,888
2250
– –
-9,796
88 89
90
91 92