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
601
$5.64M 0.03%
197,186
+4,663
602
$5.63M 0.03%
144,552
+5,216
603
$5.62M 0.03%
61,462
+2,180
604
$5.61M 0.03%
681,626
+39,757
605
$5.57M 0.03%
58,772
+6,322
606
$5.54M 0.03%
194,312
-2,206
607
$5.49M 0.03%
821,502
+124,775
608
$5.48M 0.03%
76,881
+2,366
609
$5.48M 0.03%
42,819
+2,788
610
$5.46M 0.03%
1,171,285
-371,932
611
$5.43M 0.03%
52,233
+1,579
612
$5.4M 0.03%
112,272
+39,435
613
$5.4M 0.03%
30,548
-25
614
$5.36M 0.03%
33,732
-6,541
615
$5.34M 0.03%
141,509
+39,797
616
$5.34M 0.03%
97,367
-17,324
617
$5.33M 0.03%
228,738
+36,074
618
$5.33M 0.03%
30,974
+777
619
$5.32M 0.03%
62,774
+4,863
620
$5.3M 0.03%
93,954
+13,598
621
$5.29M 0.03%
196,381
+25,482
622
$5.28M 0.03%
518,037
+90,577
623
$5.28M 0.03%
137,307
+7,128
624
$5.26M 0.03%
149,580
-11,537
625
$5.24M 0.03%
89,581
+4,039
23 24
25
26 27