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
951
$2.2M 0.01%
45,492
+6,558
952
$2.19M 0.01%
50,926
+1,568
953
$2.18M 0.01%
75,933
+11,934
954
$2.18M 0.01%
6,587
+315
955
$2.18M 0.01%
19,863
+8,923
956
$2.18M 0.01%
148,712
-22,234
957
$2.16M 0.01%
30,105
+417
958
$2.16M 0.01%
56,692
+684
959
$2.16M 0.01%
40,698
+337
960
$2.15M 0.01%
21,149
+1,517
961
$2.15M 0.01%
13,261
-432
962
$2.14M 0.01%
367,030
-3,889
963
$2.13M 0.01%
31,272
-1,314
964
$2.13M 0.01%
10,026
+280
965
$2.13M 0.01%
31,154
966
$2.11M 0.01%
44,248
-329
967
$2.11M 0.01%
46,669
+3,133
968
$2.08M 0.01%
26,995
-21
969
$2.08M 0.01%
184,020
-4,025
970
$2.08M 0.01%
16,759
-499
971
$2.08M 0.01%
32,806
+7,984
972
$2.07M 0.01%
36,597
+19,683
973
$2.07M 0.01%
23,947
-2,007
974
$2.06M 0.01%
73,068
+8,245
975
$2.04M 0.01%
91,498
-3,342
37 38
39
40 41