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
901
$2.57M 0.01%
22,964
+5,428
902
$2.57M 0.01%
37,680
+492
903
$2.56M 0.01%
34,860
+1,355
904
$2.55M 0.01%
31,709
+6,407
905
$2.54M 0.01%
41,126
+818
906
$2.53M 0.01%
39,109
+11,343
907
$2.52M 0.01%
109,332
+33,353
908
$2.52M 0.01%
19,296
+470
909
$2.52M 0.01%
66,473
+266
910
$2.51M 0.01%
95,783
-2,495
911
$2.51M 0.01%
67,799
+9,970
912
$2.5M 0.01%
294,364
+40,817
913
$2.5M 0.01%
106,204
+20,932
914
$2.48M 0.01%
48,876
+5,436
915
$2.47M 0.01%
20,076
+188
916
$2.46M 0.01%
71,295
+45,668
917
$2.46M 0.01%
58,352
+2,329
918
$2.46M 0.01%
41,417
+6,879
919
$2.45M 0.01%
54,960
+3,192
920
$2.44M 0.01%
75,179
-7,441
921
$2.43M 0.01%
11,353
+3,613
922
$2.43M 0.01%
60,420
-1,903
923
$2.42M 0.01%
78,908
+20,506
924
$2.42M 0.01%
66,403
-46,547
925
$2.41M 0.01%
17,880
+312
35 36
37
38 39