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
1026
$1.78M 0.01%
51,377
-18
1027
$1.78M 0.01%
36,007
+343
1028
$1.78M 0.01%
12,605
+63
1029
$1.78M 0.01%
60,671
+2,499
1030
$1.77M 0.01%
11,587
+97
1031
$1.77M 0.01%
87,572
-15,417
1032
$1.77M 0.01%
23,382
+571
1033
$1.76M 0.01%
62,200
-7,118
1034
$1.76M 0.01%
42,788
+4,356
1035
$1.76M 0.01%
23,628
-89
1036
$1.75M 0.01%
15,640
+682
1037
$1.75M 0.01%
33,448
+5,706
1038
$1.75M 0.01%
8,102
+326
1039
$1.75M 0.01%
121,323
-6,249
1040
$1.75M 0.01%
9,859
-123
1041
$1.74M 0.01%
43,487
+2,471
1042
$1.74M 0.01%
56,302
+5,792
1043
$1.74M 0.01%
87,610
+11,977
1044
$1.73M 0.01%
36,259
+2,840
1045
$1.72M 0.01%
28,658
+342
1046
$1.72M 0.01%
113,516
+4,402
1047
$1.71M 0.01%
18,112
+982
1048
$1.71M 0.01%
68,300
+2,829
1049
$1.71M 0.01%
33,048
-716
1050
$1.71M 0.01%
58,983
+6,806
40 41
42
43 44