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
1176
$1.27M 0.01%
248,875
-2,717
1177
$1.26M 0.01%
10,113
+439
1178
$1.26M 0.01%
113,168
+12,864
1179
$1.26M 0.01%
47,988
+995
1180
$1.26M 0.01%
52,143
+1,624
1181
$1.26M 0.01%
36,168
-6,650
1182
$1.26M 0.01%
220,834
+5,234
1183
$1.26M 0.01%
3,163
-2,874
1184
$1.25M 0.01%
41,508
+326
1185
$1.25M 0.01%
225,440
-8,353
1186
$1.24M 0.01%
16,495
+1,092
1187
$1.24M 0.01%
16,706
+174
1188
$1.24M 0.01%
59,644
+2,854
1189
$1.24M 0.01%
32,131
-982
1190
$1.23M 0.01%
24,203
-1,174
1191
$1.23M 0.01%
134,697
-6,738
1192
$1.23M 0.01%
34,635
+3,668
1193
$1.23M 0.01%
14,796
+1,884
1194
$1.23M 0.01%
24,058
-1,554
1195
$1.22M 0.01%
15,509
-75
1196
$1.22M 0.01%
22,558
+1,455
1197
$1.21M 0.01%
16,502
-117
1198
$1.21M 0.01%
13,117
-66
1199
$1.21M 0.01%
27,456
+1,209
1200
$1.21M 0.01%
23,055
-3,430
46 47
48
49 50