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
701
$4.15M 0.02%
21,944
-3,629
702
$4.12M 0.02%
75,544
+2,004
703
$4.12M 0.02%
87,812
+25,160
704
$4.12M 0.02%
21,548
+16,156
705
$4.09M 0.02%
35,687
-656
706
$4.07M 0.02%
120,222
-1,142
707
$4.05M 0.02%
125,160
+4,852
708
$4.05M 0.02%
136,961
-141
709
$4.05M 0.02%
942,114
+98,282
710
$4.05M 0.02%
126,436
+42,812
711
$4.03M 0.02%
40,405
+11,248
712
$4.01M 0.02%
50,979
-598
713
$4M 0.02%
98,453
-17,567
714
$3.98M 0.02%
55,077
-2,993
715
$3.97M 0.02%
27,648
+1,526
716
$3.96M 0.02%
26,287
+5,461
717
$3.96M 0.02%
64,743
+5,953
718
$3.96M 0.02%
127,553
+2,103
719
$3.96M 0.02%
323,421
+51,816
720
$3.96M 0.02%
66,434
+3,387
721
$3.93M 0.02%
94,441
+3,486
722
$3.93M 0.02%
200,255
+77,379
723
$3.92M 0.02%
152,803
+37,303
724
$3.9M 0.02%
92,769
+1,493
725
$3.88M 0.02%
341,540
+19,920
27 28
29
30 31