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
451
$9.02M 0.05%
84,063
+6,153
452
$9.02M 0.05%
97,359
+3,543
453
$8.99M 0.05%
67,463
+1,263
454
$8.96M 0.05%
619,411
+224,435
455
$8.93M 0.05%
262,172
+34,957
456
$8.93M 0.05%
1,742,324
+33,689
457
$8.91M 0.05%
314,200
+32,366
458
$8.9M 0.05%
44,266
-345
459
$8.88M 0.05%
54,386
+5,470
460
$8.87M 0.05%
222,567
-28,391
461
$8.84M 0.04%
347,588
-5,604
462
$8.81M 0.04%
422,305
+1,238
463
$8.71M 0.04%
166,581
+6,312
464
$8.71M 0.04%
69,482
-300
465
$8.7M 0.04%
1,111,639
-147,780
466
$8.64M 0.04%
79,644
+1,555
467
$8.62M 0.04%
132,461
+14,715
468
$8.6M 0.04%
391,212
+195,170
469
$8.6M 0.04%
162,098
-5,786
470
$8.53M 0.04%
117,658
+11,981
471
$8.52M 0.04%
134,172
+9,144
472
$8.46M 0.04%
387,471
+30,137
473
$8.46M 0.04%
486,109
+17,522
474
$8.39M 0.04%
102,143
+29,594
475
$8.34M 0.04%
60,862
+1,385
17 18
19
20 21