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
76
$49.1M 0.25%
597,295
+23,381
77
$48.9M 0.25%
578,448
+53,330
78
$48.6M 0.25%
465,474
-21,384
79
$48.5M 0.25%
414,223
+14,139
80
$48.2M 0.25%
1,677,764
+312,370
81
$48.2M 0.24%
1,795,198
+192,062
82
$48.1M 0.24%
1,257,618
-127,884
83
$48M 0.24%
27,603
+309
84
$47.6M 0.24%
512,512
+17,652
85
$47.5M 0.24%
227,351
+46,196
86
$47.3M 0.24%
299,906
+9,165
87
$47M 0.24%
449,208
+39,182
88
$46.9M 0.24%
267,553
+9,754
89
$46.9M 0.24%
187,812
+21,135
90
$46.7M 0.24%
1,140,230
+25,227
91
$46.5M 0.24%
640,860
-172,487
92
$46.5M 0.24%
389,932
+20,228
93
$46.2M 0.23%
915,071
+34,390
94
$45.6M 0.23%
794,496
+18,152
95
$45.5M 0.23%
563,013
+141,569
96
$44.3M 0.23%
1,864,176
+110,808
97
$44.1M 0.22%
839,952
+27,718
98
$44M 0.22%
382,612
+92,979
99
$43.1M 0.22%
1,142,573
+63,339
100
$42.5M 0.22%
294,868
+16,700
2 3
4
5 6