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
26
$113M 0.57%
2,813,925
+40,617
27
$101M 0.51%
2,200,776
+117,588
28
$99.8M 0.51%
1,397,722
+118,581
29
$99.3M 0.5%
923,509
+42,126
30
$96.8M 0.49%
562,237
+24,043
31
$94.7M 0.48%
1,788,753
+290,347
32
$92.2M 0.47%
312,591
+14,155
33
$91.6M 0.47%
623,414
+39,543
34
$91.3M 0.46%
943,607
+78,324
35
$87.4M 0.44%
2,204,462
+92,367
36
$86.7M 0.44%
1,834,521
+33,325
37
$85.2M 0.43%
815,654
+35,115
38
$83.9M 0.43%
548,005
+25,494
39
$83.5M 0.42%
1,259,640
+73,152
40
$83M 0.42%
548,417
+21,754
41
$80.5M 0.41%
548,833
+11,159
42
$79M 0.4%
550,051
+21,161
43
$78.2M 0.4%
1,456,473
-246,768
44
$76.9M 0.39%
442,197
+50,291
45
$75.5M 0.38%
1,003,040
+87,706
46
$73.1M 0.37%
1,365,090
+69,599
47
$72.3M 0.37%
380,973
+35,434
48
$71.4M 0.36%
532,069
+21,117
49
$71.2M 0.36%
487,354
+16,778
50
$70.2M 0.36%
14,508,920
+511,480
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