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
301
$15.2M 0.08%
129,741
+1,137
302
$15.1M 0.08%
128,589
+6,387
303
$15M 0.08%
100,331
+6,546
304
$15M 0.08%
214,634
-79,915
305
$14.9M 0.08%
175,203
+2,030
306
$14.9M 0.08%
169,964
-24,482
307
$14.9M 0.08%
265,133
+14,562
308
$14.8M 0.08%
130,697
+1,009
309
$14.8M 0.08%
691,466
+213,984
310
$14.7M 0.07%
125,884
+5,404
311
$14.6M 0.07%
328,795
-58,390
312
$14.5M 0.07%
93,655
+9,786
313
$14.5M 0.07%
88,740
-40,298
314
$14.4M 0.07%
204,085
+1,933
315
$14.4M 0.07%
211,343
+8,642
316
$14.1M 0.07%
206,497
+2,913
317
$14.1M 0.07%
298,058
+2,243
318
$14M 0.07%
153,011
+15,381
319
$14M 0.07%
291,783
+157,456
320
$14M 0.07%
67,143
+1,630
321
$14M 0.07%
170,019
+77,514
322
$13.9M 0.07%
259,068
+27,829
323
$13.9M 0.07%
253,094
+11,523
324
$13.9M 0.07%
211,704
+19,597
325
$13.9M 0.07%
262,638
-29,012
11 12
13
14 15