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
926
$2.41M 0.01%
112,062
+6,318
927
$2.4M 0.01%
91,382
+5,379
928
$2.39M 0.01%
57,171
+1,794
929
$2.38M 0.01%
86,578
-242,044
930
$2.38M 0.01%
21,202
+3,412
931
$2.36M 0.01%
6,915
+2,112
932
$2.35M 0.01%
47,525
+30,604
933
$2.34M 0.01%
45,358
+1,186
934
$2.34M 0.01%
24,722
-2,084
935
$2.3M 0.01%
97,087
+501
936
$2.3M 0.01%
62,580
-778
937
$2.28M 0.01%
27,942
+613
938
$2.28M 0.01%
18,237
+1,422
939
$2.26M 0.01%
45,423
+21,285
940
$2.25M 0.01%
19,765
+2,187
941
$2.24M 0.01%
83,090
-5,399
942
$2.23M 0.01%
16,998
+1,293
943
$2.23M 0.01%
717,100
+315,086
944
$2.22M 0.01%
1,875
+123
945
$2.22M 0.01%
44,827
+1,416
946
$2.22M 0.01%
62,974
+1,216
947
$2.21M 0.01%
11,482
-1,245
948
$2.21M 0.01%
23,413
+299
949
$2.21M 0.01%
69,113
-1,026
950
$2.21M 0.01%
17,426
+969
36 37
38
39 40