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
2276
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2277
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2278
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2279
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2280
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-4,770
2281
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-16,653
2282
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-1,842
2283
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-1,940
2284
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-15,297
2285
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-8,375
2286
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-11,629
2287
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-9,508
2288
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-5,294
2289
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-7,391
2290
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-3,337
2291
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-22,899
2292
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2293
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-10,536
2294
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-10,347
2295
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-48,646
2296
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-113,516
2297
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-75,996
2298
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-29,949
2299
– –
-77,792
2300
– –
-15,757
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