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
501
$7.59M 0.04%
109,179
+3,692
502
$7.56M 0.04%
63,182
-8,446
503
$7.55M 0.04%
134,770
+13,347
504
$7.51M 0.04%
52,329
+11,097
505
$7.42M 0.04%
132,096
+46,529
506
$7.37M 0.04%
238,454
+36,939
507
$7.29M 0.04%
121,561
-5,476
508
$7.29M 0.04%
113,995
+16,608
509
$7.28M 0.04%
131,642
+17,756
510
$7.28M 0.04%
63,312
+8,093
511
$7.27M 0.04%
219,829
+45,818
512
$7.27M 0.04%
48,381
+4,523
513
$7.25M 0.04%
316,471
+19,204
514
$7.23M 0.04%
111,793
+4,576
515
$7.21M 0.04%
68,603
+1,888
516
$7.16M 0.04%
151,372
+3,221
517
$7.15M 0.04%
224,510
+42,792
518
$7.11M 0.04%
61,876
+4,429
519
$7.07M 0.04%
242,460
+14,194
520
$7.04M 0.04%
129,568
+6,613
521
$7.04M 0.04%
71,874
+5,044
522
$7.01M 0.04%
420,382
+151,129
523
$6.99M 0.04%
155,359
-955
524
$6.96M 0.04%
478,236
+28,600
525
$6.94M 0.04%
923,630
+13,760
19 20
21
22 23