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
576
$6.07M 0.03%
44,267
+4,043
577
$6.07M 0.03%
35,983
-1,449
578
$6.04M 0.03%
22,000
-136
579
$6.03M 0.03%
188,648
-28,268
580
$6.01M 0.03%
35,661
+301
581
$6M 0.03%
63,159
-5,890
582
$5.95M 0.03%
109,738
+15,194
583
$5.94M 0.03%
332,375
+191,402
584
$5.89M 0.03%
397,417
+26,305
585
$5.89M 0.03%
29,750
+1,156
586
$5.79M 0.03%
55,266
+3,300
587
$5.77M 0.03%
90,805
-2,525
588
$5.76M 0.03%
113,343
-847
589
$5.74M 0.03%
118,592
+39,457
590
$5.74M 0.03%
47,928
-1,552
591
$5.73M 0.03%
65,719
+9,519
592
$5.71M 0.03%
103,164
+4,929
593
$5.7M 0.03%
24,193
+154
594
$5.7M 0.03%
67,748
-1,128
595
$5.7M 0.03%
257,433
+15,607
596
$5.68M 0.03%
219,842
-6,640
597
$5.67M 0.03%
43,645
+1,935
598
$5.66M 0.03%
116,232
+27,204
599
$5.66M 0.03%
73,598
+9,590
600
$5.65M 0.03%
1,507,395
+88,446
22 23
24
25 26