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
851
$2.89M 0.01%
28,782
+1,672
852
$2.87M 0.01%
60,191
+3,406
853
$2.87M 0.01%
54,550
-660
854
$2.87M 0.01%
38,434
+3,120
855
$2.87M 0.01%
109,924
-13,914
856
$2.85M 0.01%
40,169
+2,122
857
$2.85M 0.01%
105,148
+8,304
858
$2.84M 0.01%
69,923
+1,317
859
$2.84M 0.01%
70,142
+6,297
860
$2.83M 0.01%
117,348
+2,778
861
$2.83M 0.01%
125,589
+67,227
862
$2.83M 0.01%
72,320
+5,904
863
$2.82M 0.01%
32,874
+1,028
864
$2.8M 0.01%
70,983
+410
865
$2.8M 0.01%
25,612
+739
866
$2.79M 0.01%
25,423
-357
867
$2.79M 0.01%
23,114
+76
868
$2.78M 0.01%
49,338
+709
869
$2.78M 0.01%
71,264
+8,151
870
$2.76M 0.01%
56,311
+157
871
$2.75M 0.01%
57,544
+10,919
872
$2.74M 0.01%
86,708
-84,263
873
$2.73M 0.01%
28,268
+149
874
$2.73M 0.01%
45,909
-4,822
875
$2.73M 0.01%
25,214
+1,203
33 34
35
36 37