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
976
$2.04M 0.01%
84,800
+9,465
977
$2.03M 0.01%
70,687
-8,643
978
$2.03M 0.01%
15,055
+9,073
979
$2.02M 0.01%
37,373
-900
980
$2.02M 0.01%
50,766
+5,779
981
$1.98M 0.01%
18,607
+957
982
$1.98M 0.01%
74,763
+179
983
$1.98M 0.01%
28,251
-1,054
984
$1.98M 0.01%
27,788
+4,598
985
$1.98M 0.01%
10,922
+784
986
$1.97M 0.01%
33,615
-6,040
987
$1.97M 0.01%
35,532
+9,375
988
$1.97M 0.01%
23,311
+92
989
$1.96M 0.01%
76,686
+9,053
990
$1.96M 0.01%
21,351
+35
991
$1.95M 0.01%
50,091
+18,981
992
$1.95M 0.01%
28,624
-856
993
$1.94M 0.01%
45,538
+727
994
$1.94M 0.01%
24,967
+3,055
995
$1.93M 0.01%
41,426
+1,454
996
$1.92M 0.01%
51,509
+2,084
997
$1.92M 0.01%
43,922
+6,807
998
$1.92M 0.01%
166,022
+41,271
999
$1.92M 0.01%
38,912
+1,289
1000
$1.9M 0.01%
71,653
+32,719
38 39
40
41 42