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
726
$3.87M 0.02%
40,334
+1,335
727
$3.87M 0.02%
161,284
-1,264
728
$3.86M 0.02%
176,753
+25,470
729
$3.85M 0.02%
44,038
+591
730
$3.85M 0.02%
22,088
+513
731
$3.85M 0.02%
52,307
+51
732
$3.84M 0.02%
36,905
+562
733
$3.84M 0.02%
131,655
-4,930
734
$3.83M 0.02%
1,256,648
-414,942
735
$3.83M 0.02%
55,018
-12,131
736
$3.82M 0.02%
62,829
+7,002
737
$3.81M 0.02%
55,735
+400
738
$3.8M 0.02%
94,837
-3,953
739
$3.8M 0.02%
16,242
+875
740
$3.79M 0.02%
36,581
+847
741
$3.78M 0.02%
123,440
-17,801
742
$3.78M 0.02%
66,083
-2,460
743
$3.77M 0.02%
54,445
+934
744
$3.77M 0.02%
181,040
+5,670
745
$3.76M 0.02%
207,357
-40,031
746
$3.76M 0.02%
83,280
+2,862
747
$3.76M 0.02%
160,678
+53,842
748
$3.75M 0.02%
61,161
+3,200
749
$3.72M 0.02%
88,328
-215
750
$3.71M 0.02%
49,555
+6,548
28 29
30
31 32