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
1151
$1.37M 0.01%
61,652
-1,135
1152
$1.36M 0.01%
19,518
-741
1153
$1.36M 0.01%
33,117
+420
1154
$1.35M 0.01%
58,568
+15,211
1155
$1.35M 0.01%
45,988
+8,541
1156
$1.35M 0.01%
140,085
+10,195
1157
$1.35M 0.01%
11,432
+756
1158
$1.34M 0.01%
42,573
-1,503
1159
$1.34M 0.01%
30,110
+2,094
1160
$1.33M 0.01%
32,684
-1,164
1161
$1.32M 0.01%
7,047
+182
1162
$1.32M 0.01%
11,092
+2,248
1163
$1.31M 0.01%
64,059
+11,873
1164
$1.31M 0.01%
30,413
+1,573
1165
$1.31M 0.01%
26,994
+2,293
1166
$1.3M 0.01%
18,715
-2,210
1167
$1.29M 0.01%
16,832
+1,867
1168
$1.29M 0.01%
25,011
+2,797
1169
$1.29M 0.01%
11,307
-476
1170
$1.29M 0.01%
14,201
-723
1171
$1.28M 0.01%
124,796
-4,694
1172
$1.27M 0.01%
67,402
+9,814
1173
$1.27M 0.01%
16,745
+9,143
1174
$1.27M 0.01%
20,657
+1,400
1175
$1.27M 0.01%
98,432
+5,920
45 46
47
48 49