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
776
$3.5M 0.02%
52,125
+271
777
$3.48M 0.02%
121,524
+6,834
778
$3.43M 0.02%
36,493
-577
779
$3.42M 0.02%
48,958
+11,839
780
$3.42M 0.02%
22,672
-66
781
$3.4M 0.02%
95,843
-7,390
782
$3.4M 0.02%
158,821
+36,234
783
$3.39M 0.02%
54,580
-2,186
784
$3.39M 0.02%
68,722
+24
785
$3.39M 0.02%
67,234
+2,286
786
$3.38M 0.02%
176,626
+14,646
787
$3.38M 0.02%
13,566
-33
788
$3.38M 0.02%
202,662
+1,519
789
$3.36M 0.02%
111,636
-13,398
790
$3.35M 0.02%
160,415
-33,531
791
$3.35M 0.02%
123,215
+1,030
792
$3.35M 0.02%
184,890
+12,805
793
$3.35M 0.02%
107,370
+25,603
794
$3.34M 0.02%
73,319
+2,883
795
$3.33M 0.02%
59,047
+23,287
796
$3.33M 0.02%
67,488
+26,637
797
$3.32M 0.02%
17,706
+3,977
798
$3.3M 0.02%
36,327
-1,002
799
$3.29M 0.02%
98,299
-1,513
800
$3.28M 0.02%
38,440
+6,252
30 31
32
33 34