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
801
$3.27M 0.02%
105,372
+30,722
802
$3.25M 0.02%
51,832
-8,458
803
$3.24M 0.02%
63,185
+953
804
$3.22M 0.02%
76,860
+7,356
805
$3.21M 0.02%
161,569
+44,720
806
$3.21M 0.02%
82,156
+8,805
807
$3.21M 0.02%
31,982
+1,226
808
$3.2M 0.02%
313,927
+16,768
809
$3.19M 0.02%
86,213
+14,801
810
$3.18M 0.02%
50,290
+13,451
811
$3.17M 0.02%
74,242
-1,743
812
$3.17M 0.02%
558,383
+18,369
813
$3.17M 0.02%
39,849
+4,152
814
$3.16M 0.02%
205,697
+54,402
815
$3.16M 0.02%
48,392
+1,045
816
$3.15M 0.02%
81,877
+3,042
817
$3.15M 0.02%
291,122
-53,123
818
$3.15M 0.02%
58,977
+17,289
819
$3.14M 0.02%
45,197
+3,707
820
$3.14M 0.02%
38,551
-1,907
821
$3.13M 0.02%
136,175
+13,895
822
$3.12M 0.02%
36,335
-3,571
823
$3.11M 0.02%
65,550
-13,201
824
$3.11M 0.02%
21,215
+759
825
$3.1M 0.02%
104,250
+23,830
31 32
33
34 35