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
1051
$1.7M 0.01%
193,836
+105
1052
$1.7M 0.01%
50,222
-1,552
1053
$1.7M 0.01%
12,657
+699
1054
$1.69M 0.01%
37,096
+5,417
1055
$1.69M 0.01%
48,027
+11,732
1056
$1.69M 0.01%
21,433
-6
1057
$1.68M 0.01%
92,134
+23,890
1058
$1.68M 0.01%
66,858
+1,382
1059
$1.67M 0.01%
22,549
+9,411
1060
$1.66M 0.01%
54,495
-4,213
1061
$1.66M 0.01%
26,762
+1,615
1062
$1.66M 0.01%
286,900
-39,350
1063
$1.65M 0.01%
9,704
+1,062
1064
$1.65M 0.01%
14,762
+2,629
1065
$1.64M 0.01%
36,249
-2,073
1066
$1.64M 0.01%
35,971
+2,503
1067
$1.64M 0.01%
12,651
-457
1068
$1.64M 0.01%
27,191
+1,890
1069
$1.64M 0.01%
25,387
+1,551
1070
$1.64M 0.01%
10,766
+255
1071
$1.63M 0.01%
21,235
+2,474
1072
$1.63M 0.01%
26,746
-595
1073
$1.63M 0.01%
57,068
-556
1074
$1.62M 0.01%
24,298
+165
1075
$1.62M 0.01%
9,189
-2,524
41 42
43
44 45