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
626
$5.22M 0.03%
128,482
+411
627
$5.22M 0.03%
87,620
+2,231
628
$5.21M 0.03%
105,723
+1,062
629
$5.2M 0.03%
123,133
-11,009
630
$5.18M 0.03%
98,083
+7,051
631
$5.16M 0.03%
478,124
+27,224
632
$5.16M 0.03%
77,409
+4,092
633
$5.13M 0.03%
176,686
+31,346
634
$5.12M 0.03%
79,779
+502
635
$5.1M 0.03%
69,676
+539
636
$5.07M 0.03%
201,224
+17,616
637
$5.05M 0.03%
81,504
+1,239
638
$5.05M 0.03%
100,922
-14,907
639
$5M 0.03%
69,907
+10,769
640
$4.99M 0.03%
119,830
-3,530
641
$4.97M 0.03%
80,886
+6,800
642
$4.96M 0.03%
57,933
-1,828
643
$4.96M 0.03%
42,067
+8,087
644
$4.95M 0.03%
281,149
+54,811
645
$4.95M 0.03%
261,229
+88,374
646
$4.94M 0.03%
49,148
+8,766
647
$4.92M 0.03%
88,618
+8,179
648
$4.92M 0.03%
147,338
+11,590
649
$4.88M 0.02%
261,141
+5,389
650
$4.84M 0.02%
149,718
+10,624
24 25
26
27 28