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
551
$6.57M 0.03%
107,286
-6,544
552
$6.54M 0.03%
100,277
-20,842
553
$6.54M 0.03%
110,838
+7,851
554
$6.51M 0.03%
138,898
+24,079
555
$6.49M 0.03%
75,996
-916
556
$6.48M 0.03%
53,085
+5,671
557
$6.48M 0.03%
31,547
-568
558
$6.47M 0.03%
130,629
+882
559
$6.44M 0.03%
106,379
-1,425
560
$6.44M 0.03%
97,823
+3,195
561
$6.41M 0.03%
70,541
-975
562
$6.41M 0.03%
43,033
+1,862
563
$6.39M 0.03%
112,996
+911
564
$6.38M 0.03%
341,780
+164,636
565
$6.38M 0.03%
194,442
-2,039
566
$6.34M 0.03%
160,050
+39,775
567
$6.31M 0.03%
174,667
+4,468
568
$6.28M 0.03%
459,168
+35,784
569
$6.28M 0.03%
48,891
+3,170
570
$6.22M 0.03%
334,469
+89,748
571
$6.19M 0.03%
191,448
+11,880
572
$6.16M 0.03%
240,074
+9,039
573
$6.12M 0.03%
30,232
-1,174
574
$6.11M 0.03%
71,195
+13,791
575
$6.09M 0.03%
41,299
+4,589
21 22
23
24 25