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
376
$11.6M 0.06%
217,941
+25,207
377
$11.6M 0.06%
610,497
+19,592
378
$11.6M 0.06%
365,144
+16,268
379
$11.5M 0.06%
839,063
-47,977
380
$11.5M 0.06%
316,855
-3,461
381
$11.5M 0.06%
87,826
+29,949
382
$11.5M 0.06%
718,635
+57,120
383
$11.5M 0.06%
219,140
+8,210
384
$11.5M 0.06%
165,960
-8,770
385
$11.4M 0.06%
215,975
+13,856
386
$11.3M 0.06%
83,576
+2,471
387
$11.3M 0.06%
50,716
+7,898
388
$11.2M 0.06%
231,234
+28,496
389
$11.2M 0.06%
62,598
-15
390
$11.2M 0.06%
166,841
+6,273
391
$11M 0.06%
1,698,602
+193,480
392
$11M 0.06%
134,802
+4,855
393
$11M 0.06%
234,346
-99,717
394
$11M 0.06%
329,055
+3,282
395
$10.9M 0.06%
282,821
+24,983
396
$10.9M 0.06%
296,621
+18,645
397
$10.8M 0.05%
421,935
+126,732
398
$10.8M 0.05%
115,631
+9,739
399
$10.7M 0.05%
102,430
+11,463
400
$10.6M 0.05%
114,245
+9,472
14 15
16
17 18