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
$19.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,302
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$24.9M
3
+$23.9M
4
PFE icon
Pfizer
PFE
+$23.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.8M

Top Sells

1
+$47.3M
2
+$23.5M
3
+$15.8M
4
EG icon
Everest Group
EG
+$15.2M
5
MRK icon
Merck
MRK
+$13.2M

Sector Composition

1 Financials 18.03%
2 Technology 16.62%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20.7M 0.11%
683,748
-2,244
227
$20.7M 0.11%
1,120,260
+59,969
228
$20.6M 0.1%
1,214,775
+108,365
229
$20.4M 0.1%
160,664
+15,965
230
$20.4M 0.1%
1,107,405
+73,639
231
$20.3M 0.1%
857,685
+49,423
232
$20.3M 0.1%
1,172,688
+65,320
233
$20.2M 0.1%
306,085
+27,419
234
$20.2M 0.1%
194,861
+7,007
235
$20.1M 0.1%
432,566
+43,635
236
$20M 0.1%
296,477
-144
237
$20M 0.1%
283,307
+14,360
238
$19.9M 0.1%
460,364
+62,917
239
$19.8M 0.1%
177,747
+796
240
$19.7M 0.1%
300,381
+5,389
241
$19.5M 0.1%
114,693
+5,962
242
$19.5M 0.1%
145,234
+2,728
243
$19.4M 0.1%
238,207
+3,866
244
$19.3M 0.1%
288,093
+9,859
245
$19.2M 0.1%
206,590
-3,968
246
$19.1M 0.1%
234,725
+10,502
247
$19M 0.1%
243,184
+20,239
248
$18.7M 0.09%
281,359
+13,978
249
$18.6M 0.09%
242,214
-1,261
250
$18.6M 0.09%
224,866
+11,199
8 9
10
11 12