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
876
$2.71M 0.01%
45,469
+5,219
877
$2.71M 0.01%
56,506
+8,318
878
$2.71M 0.01%
26,402
+3,736
879
$2.7M 0.01%
27,675
-914
880
$2.69M 0.01%
56,124
+14,636
881
$2.68M 0.01%
21,078
+4,170
882
$2.67M 0.01%
37,424
+2,003
883
$2.66M 0.01%
24,887
+2,549
884
$2.66M 0.01%
23,132
+803
885
$2.64M 0.01%
49,278
+270
886
$2.64M 0.01%
100,480
-889
887
$2.63M 0.01%
51,644
+3,143
888
$2.62M 0.01%
27,052
+5,981
889
$2.62M 0.01%
48,646
-4,798
890
$2.62M 0.01%
168,335
-7,033
891
$2.62M 0.01%
54,319
-56,871
892
$2.61M 0.01%
78,466
-3,453
893
$2.61M 0.01%
46,422
+18,326
894
$2.6M 0.01%
54,462
+18,979
895
$2.6M 0.01%
83,019
+2,747
896
$2.59M 0.01%
13,474
+905
897
$2.59M 0.01%
30,568
-13,524
898
$2.58M 0.01%
34,335
+541
899
$2.57M 0.01%
47,759
-801
900
$2.57M 0.01%
21,121
-777
34 35
36
37 38