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
426
$9.63M 0.05%
102,467
+1,706
427
$9.61M 0.05%
190,540
+39,162
428
$9.59M 0.05%
483,326
+12,251
429
$9.58M 0.05%
67,600
+8,371
430
$9.57M 0.05%
2,729
+302
431
$9.56M 0.05%
76,949
+14,799
432
$9.55M 0.05%
227,554
+47,457
433
$9.48M 0.05%
185,565
+21,757
434
$9.39M 0.05%
95,301
-9,975
435
$9.38M 0.05%
24,957
-1,301
436
$9.37M 0.05%
148,289
+6,247
437
$9.37M 0.05%
249,351
+2,829
438
$9.34M 0.05%
147,709
-1,912
439
$9.3M 0.05%
232,051
-16,618
440
$9.28M 0.05%
253,820
+9,715
441
$9.27M 0.05%
182,009
+9,087
442
$9.27M 0.05%
102,295
+8,215
443
$9.25M 0.05%
109,060
+7,293
444
$9.24M 0.05%
137,066
-5,345
445
$9.2M 0.05%
222,016
+21,060
446
$9.17M 0.05%
76,336
+3,485
447
$9.17M 0.05%
297,496
+195,253
448
$9.13M 0.05%
584,982
+52,023
449
$9.12M 0.05%
294,814
-25,675
450
$9.03M 0.05%
227,624
-17,460
16 17
18
19 20