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
826
$3.09M 0.02%
57,445
+6,419
827
$3.08M 0.02%
75,250
+23,789
828
$3.08M 0.02%
82,833
+34,955
829
$3.08M 0.02%
47,624
+2,446
830
$3.07M 0.02%
57,807
-553
831
$3.07M 0.02%
38,416
+2,819
832
$3.05M 0.02%
10,810
+371
833
$3.05M 0.02%
54,184
+903
834
$3.03M 0.02%
22,802
+698
835
$3.02M 0.02%
113,734
-1,707
836
$3.01M 0.02%
127,890
+459
837
$3.01M 0.02%
72,264
-2,415
838
$3M 0.02%
259,911
-142,373
839
$2.99M 0.02%
121,146
+23,398
840
$2.99M 0.02%
52,398
+16,824
841
$2.98M 0.02%
10
842
$2.98M 0.02%
3,322
+423
843
$2.97M 0.02%
66,442
+54,937
844
$2.96M 0.02%
62,252
+1,018
845
$2.96M 0.02%
287,506
-14,610
846
$2.92M 0.01%
156,938
+28,602
847
$2.92M 0.01%
28,722
+1,017
848
$2.91M 0.01%
145,377
+10,493
849
$2.9M 0.01%
138,600
+3,876
850
$2.89M 0.01%
91,673
+4,790
32 33
34
35 36