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
751
$3.71M 0.02%
54,392
+239
752
$3.71M 0.02%
15,256
+205
753
$3.7M 0.02%
69,550
-11,421
754
$3.69M 0.02%
97,931
+2,738
755
$3.69M 0.02%
196,377
+4,826
756
$3.69M 0.02%
86,632
+3,489
757
$3.68M 0.02%
76,375
+11,296
758
$3.68M 0.02%
16,657
+787
759
$3.65M 0.02%
86,858
-1,096
760
$3.65M 0.02%
121,786
+44
761
$3.63M 0.02%
110,219
+17,051
762
$3.62M 0.02%
45,027
+1,415
763
$3.61M 0.02%
179,174
-19,245
764
$3.61M 0.02%
41,352
+5,068
765
$3.6M 0.02%
60,422
+2,851
766
$3.59M 0.02%
54,639
+14,784
767
$3.58M 0.02%
45,323
+3,103
768
$3.57M 0.02%
151,136
+58,997
769
$3.55M 0.02%
473,157
-22,579
770
$3.53M 0.02%
109,447
+6,611
771
$3.53M 0.02%
53,925
+35,204
772
$3.52M 0.02%
5,908
-210
773
$3.51M 0.02%
17,412
-534
774
$3.5M 0.02%
30,897
-13,790
775
$3.5M 0.02%
81,131
-1,028
29 30
31
32 33