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
401
$10.6M 0.05%
118,943
+1,070
402
$10.6M 0.05%
555,184
+70,182
403
$10.4M 0.05%
698,010
+395,375
404
$10.4M 0.05%
162,996
+3,693
405
$10.4M 0.05%
93,268
-505
406
$10.4M 0.05%
348,405
-15,475
407
$10.3M 0.05%
590,744
+33,980
408
$10.3M 0.05%
337,857
-11,913
409
$10.3M 0.05%
300,963
+44,752
410
$10.3M 0.05%
248,373
+49,333
411
$10.3M 0.05%
984,249
-9,829
412
$10.1M 0.05%
257,029
+17,488
413
$10.1M 0.05%
282,321
-4,271
414
$9.98M 0.05%
136,084
+9,307
415
$9.96M 0.05%
261,482
+6,114
416
$9.96M 0.05%
78,932
-285
417
$9.9M 0.05%
1,699,349
+129,669
418
$9.89M 0.05%
225,030
+15,794
419
$9.89M 0.05%
197,074
-13,906
420
$9.88M 0.05%
1,014,940
+75,316
421
$9.81M 0.05%
470,749
+66,484
422
$9.76M 0.05%
159,431
+3,255
423
$9.76M 0.05%
470,025
-10,350
424
$9.75M 0.05%
65,875
+5,305
425
$9.71M 0.05%
35,211
+2,988
15 16
17
18 19