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
1
$121M 1.7%
+6,296,080
2
$103M 1.45%
+1,058,546
3
$84M 1.18%
+855,178
4
$80.5M 1.13%
+1,963,747
5
$76.5M 1.08%
+2,755,931
6
$63.4M 0.89%
+2,081,569
7
$57.7M 0.81%
+716,082
8
$56.9M 0.8%
+478,526
9
$55.8M 0.78%
+1,122,145
10
$54.9M 0.77%
+298,152
11
$54.4M 0.77%
+438,650
12
$49.7M 0.7%
+817,986
13
$45.8M 0.64%
+600,768
14
$44.4M 0.62%
+819,648
15
$44.3M 0.62%
+1,740,276
16
$42.6M 0.6%
+2,475,329
17
$41.8M 0.59%
+1,021,685
18
$40M 0.56%
+547,488
19
$38.7M 0.54%
+490,363
20
$38.5M 0.54%
+461,421
21
$36.9M 0.52%
+460,355
22
$35.6M 0.5%
+921,131
23
$35.2M 0.49%
+281,553
24
$33.5M 0.47%
+1,264,555
25
$31.8M 0.45%
+424,882
1
2 3 4 5