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
676
$4.47M 0.02%
260,935
+17,876
677
$4.47M 0.02%
454,809
+74,034
678
$4.43M 0.02%
56,641
+2,336
679
$4.42M 0.02%
93,102
+5,368
680
$4.42M 0.02%
39,050
+3,185
681
$4.41M 0.02%
301,422
+53,489
682
$4.4M 0.02%
86,076
+1,324
683
$4.39M 0.02%
318,944
+188,434
684
$4.36M 0.02%
674,680
+129,273
685
$4.36M 0.02%
209,621
+21,818
686
$4.35M 0.02%
19,453
-114
687
$4.34M 0.02%
267,972
-32,478
688
$4.34M 0.02%
44,011
-354
689
$4.33M 0.02%
19,829
-678
690
$4.33M 0.02%
98,631
+23,493
691
$4.29M 0.02%
207,679
+10,701
692
$4.27M 0.02%
408,240
+63,820
693
$4.25M 0.02%
45,802
+10,240
694
$4.24M 0.02%
332,133
+71,230
695
$4.2M 0.02%
248,513
-16,073
696
$4.19M 0.02%
135,365
-735
697
$4.18M 0.02%
129,433
+821
698
$4.17M 0.02%
57,035
-1,385
699
$4.16M 0.02%
312,253
-22,847
700
$4.15M 0.02%
94,039
-6,954
26 27
28
29 30