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
1001
$1.89M 0.01%
+36,088
1002
$1.89M 0.01%
24,736
+978
1003
$1.89M 0.01%
32,135
-100
1004
$1.88M 0.01%
20,533
+1,570
1005
$1.88M 0.01%
65,596
+3,533
1006
$1.87M 0.01%
37,240
+1,357
1007
$1.87M 0.01%
32,458
+4,408
1008
$1.85M 0.01%
54,957
+9
1009
$1.85M 0.01%
31,919
+98
1010
$1.84M 0.01%
17,251
+425
1011
$1.84M 0.01%
60,606
-2,951
1012
$1.84M 0.01%
24,224
-26
1013
$1.84M 0.01%
39,185
+196
1014
$1.84M 0.01%
124,816
+69,152
1015
$1.83M 0.01%
10,597
+217
1016
$1.83M 0.01%
188,097
+2,687
1017
$1.83M 0.01%
25,300
+45
1018
$1.83M 0.01%
87,191
+13,351
1019
$1.82M 0.01%
34,515
+1,284
1020
$1.82M 0.01%
63,094
-16,956
1021
$1.81M 0.01%
28,715
-2,101
1022
$1.81M 0.01%
55,538
+16,705
1023
$1.8M 0.01%
114,662
-579
1024
$1.79M 0.01%
14,587
+193
1025
$1.79M 0.01%
77,792
+19,065
39 40
41
42 43