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
276
$17M 0.09%
335,415
+21,994
277
$16.9M 0.09%
195,236
+2,038
278
$16.9M 0.09%
917,910
+53,120
279
$16.8M 0.09%
300,775
+11,693
280
$16.6M 0.08%
344,338
+24,404
281
$16.5M 0.08%
185,821
+12,342
282
$16.5M 0.08%
292,768
+42,107
283
$16.4M 0.08%
552,602
+11,054
284
$16.4M 0.08%
1,312,182
+308,847
285
$16.3M 0.08%
202,962
+12,064
286
$16.2M 0.08%
302,212
+16,086
287
$16M 0.08%
504,602
-3,638
288
$16M 0.08%
525,921
+32,803
289
$15.9M 0.08%
35,130
+2,444
290
$15.8M 0.08%
249,987
+43,568
291
$15.7M 0.08%
780,200
+45,017
292
$15.7M 0.08%
248,505
+20,054
293
$15.7M 0.08%
733,202
+36,841
294
$15.6M 0.08%
175,165
+2,026
295
$15.4M 0.08%
562,554
+137,802
296
$15.4M 0.08%
378,416
+11,952
297
$15.3M 0.08%
161,460
+8,176
298
$15.3M 0.08%
322,034
-11,916
299
$15.3M 0.08%
186,210
+35,419
300
$15.3M 0.08%
162,084
+4,677