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
476
$8.28M 0.04%
122,749
+5,489
477
$8.27M 0.04%
70,661
-1,545
478
$8.26M 0.04%
66,302
+7,019
479
$8.25M 0.04%
187,814
+8,258
480
$8.23M 0.04%
247,650
+43,270
481
$8.22M 0.04%
63,634
-7,715
482
$8.21M 0.04%
34,749
+1,662
483
$8.2M 0.04%
128,420
-600
484
$8.16M 0.04%
1,256,192
+102,338
485
$8.15M 0.04%
211,013
+33,057
486
$8.12M 0.04%
285,117
-2,978
487
$8.09M 0.04%
184,024
+7,646
488
$8.08M 0.04%
126,662
-23,622
489
$8.07M 0.04%
70,622
+8,118
490
$8.07M 0.04%
195,514
+9,183
491
$8.03M 0.04%
440,840
-57,067
492
$7.94M 0.04%
183,348
-2,045
493
$7.91M 0.04%
121,678
+14,270
494
$7.86M 0.04%
77,935
-469
495
$7.72M 0.04%
67,499
+200
496
$7.71M 0.04%
72,048
+1,934
497
$7.69M 0.04%
213,381
+8,934
498
$7.64M 0.04%
256,064
+23,309
499
$7.64M 0.04%
8,973
+81
500
$7.62M 0.04%
202,304
-3,998
18 19
20
21 22