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
1126
$1.45M 0.01%
12,797
+472
1127
$1.44M 0.01%
26,256
-47
1128
$1.43M 0.01%
40,544
-303
1129
$1.43M 0.01%
35,572
+559
1130
$1.42M 0.01%
55,590
+1,844
1131
$1.42M 0.01%
29,291
-403
1132
$1.42M 0.01%
37,649
+1,392
1133
$1.42M 0.01%
32,337
+1,019
1134
$1.42M 0.01%
67,744
+13,515
1135
$1.42M 0.01%
30,223
+17,738
1136
$1.42M 0.01%
104,371
+8,836
1137
$1.41M 0.01%
14,604
+489
1138
$1.4M 0.01%
65,349
+4,244
1139
$1.4M 0.01%
100,966
-1,226
1140
$1.4M 0.01%
23,820
+655
1141
$1.4M 0.01%
26,207
-1,197
1142
$1.39M 0.01%
19,770
+242
1143
$1.39M 0.01%
54,468
+1,349
1144
$1.39M 0.01%
26,040
+522
1145
$1.38M 0.01%
28,742
+3,159
1146
$1.38M 0.01%
34,990
+5,575
1147
$1.37M 0.01%
20,297
-476
1148
$1.37M 0.01%
11,652
+713
1149
$1.37M 0.01%
37,935
+4,324
1150
$1.37M 0.01%
29,949
+395
44 45
46
47 48