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
51
$69.5M 0.35%
970,482
+64,620
52
$69.3M 0.35%
511,047
+67,382
53
$69.2M 0.35%
1,467,060
+62,530
54
$69M 0.35%
1,034,897
+81,635
55
$68.5M 0.35%
1,754,796
+36,504
56
$67.6M 0.34%
639,720
-34,315
57
$64.4M 0.33%
2,932,512
+1,696,168
58
$64.3M 0.33%
285,933
+18,180
59
$63.8M 0.32%
986,872
+6,301
60
$60.3M 0.31%
709,264
+36,942
61
$59.2M 0.3%
318,206
+17,295
62
$59.1M 0.3%
903,103
-24,732
63
$57.2M 0.29%
449,413
+30,496
64
$56.5M 0.29%
703,701
+55,808
65
$55.8M 0.28%
910,912
+56,455
66
$55.7M 0.28%
890,774
+22,783
67
$55.3M 0.28%
294,395
+7,575
68
$55.1M 0.28%
171,561
+4,029
69
$54.6M 0.28%
1,460,518
+53,965
70
$54M 0.27%
661,666
+25,028
71
$53.7M 0.27%
210,773
+11,390
72
$53.5M 0.27%
937,993
+54,756
73
$50.9M 0.26%
788,021
+24,669
74
$50.4M 0.26%
279,344
+8,280
75
$49.9M 0.25%
502,756
+12,196
1 2
3
4 5