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
351
$12.8M 0.06%
405,976
+7,588
352
$12.8M 0.06%
121,388
-1,718
353
$12.7M 0.06%
54,116
+5,257
354
$12.6M 0.06%
712,146
-17,725
355
$12.6M 0.06%
85,273
+1,305
356
$12.6M 0.06%
125,895
+1,821
357
$12.5M 0.06%
187,964
+8,019
358
$12.5M 0.06%
89,223
+27,655
359
$12.4M 0.06%
58,320
+7,633
360
$12.4M 0.06%
292,018
+194,510
361
$12.1M 0.06%
343,821
+24,754
362
$12.1M 0.06%
1,084,743
-60,477
363
$12.1M 0.06%
133,368
+1,612
364
$12.1M 0.06%
133,128
-2,880
365
$12M 0.06%
2,064,957
+95,636
366
$12M 0.06%
114,306
-2,189
367
$12M 0.06%
132,490
+5,253
368
$12M 0.06%
19,303
+559
369
$11.9M 0.06%
129,850
+2,892
370
$11.9M 0.06%
359,458
+48,185
371
$11.9M 0.06%
68,979
+1,909
372
$11.9M 0.06%
129,193
+14,439
373
$11.9M 0.06%
3,262,048
+143,787
374
$11.8M 0.06%
654,333
-114,229
375
$11.8M 0.06%
162,028
-7,115
13 14
15
16 17