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
651
$4.83M 0.02%
121,542
+45,904
652
$4.82M 0.02%
113,214
+8,511
653
$4.82M 0.02%
176,658
+5,545
654
$4.8M 0.02%
198,252
+133,989
655
$4.78M 0.02%
53,570
+147
656
$4.77M 0.02%
58,074
+1,244
657
$4.74M 0.02%
464,805
+66,891
658
$4.72M 0.02%
90,367
+2,903
659
$4.69M 0.02%
37,155
+2,245
660
$4.68M 0.02%
54,039
-1,582
661
$4.67M 0.02%
146,719
-16,828
662
$4.67M 0.02%
47,653
+3,993
663
$4.64M 0.02%
224,294
-57,062
664
$4.61M 0.02%
22,144
+764
665
$4.54M 0.02%
34,441
+1,734
666
$4.54M 0.02%
213,921
+604
667
$4.54M 0.02%
82,190
+7,656
668
$4.53M 0.02%
6,446
-970
669
$4.53M 0.02%
43,009
+4,263
670
$4.52M 0.02%
82,944
+2,600
671
$4.52M 0.02%
24,746
+4,248
672
$4.51M 0.02%
18,892
-551
673
$4.5M 0.02%
56,333
+13,868
674
$4.5M 0.02%
66,741
+9,625
675
$4.49M 0.02%
235,954
+2,273
25 26
27
28 29