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
251
$18.5M 0.09%
187,485
+13,368
252
$18.5M 0.09%
92,798
+4,612
253
$18.4M 0.09%
8,989,557
+529,824
254
$18.4M 0.09%
25,849
+807
255
$18.3M 0.09%
381,120
+10,220
256
$18.1M 0.09%
104,309
+7,135
257
$18.1M 0.09%
251,188
+16,412
258
$18.1M 0.09%
163,982
+16,432
259
$18M 0.09%
221,917
+37,916
260
$18M 0.09%
185,099
-13,403
261
$17.9M 0.09%
2,209,900
+478,570
262
$17.8M 0.09%
2,118,278
+113,796
263
$17.8M 0.09%
425,221
+20,978
264
$17.8M 0.09%
141,457
-87,161
265
$17.8M 0.09%
389,312
+6,205
266
$17.6M 0.09%
318,324
-11,508
267
$17.6M 0.09%
983,295
+64,171
268
$17.5M 0.09%
2,059,363
+162,822
269
$17.5M 0.09%
90,415
+2,190
270
$17.5M 0.09%
342,550
-57,050
271
$17.3M 0.09%
275,511
+5,645
272
$17.3M 0.09%
3,855,028
+1,793,664
273
$17.2M 0.09%
179,421
+12,701
274
$17.1M 0.09%
261,402
+9,468
275
$17.1M 0.09%
150,128
+4,687
9 10
11
12 13