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
1201
$1.21M 0.01%
30,071
+713
1202
$1.21M 0.01%
57,842
-11,694
1203
$1.21M 0.01%
38,036
+3,351
1204
$1.2M 0.01%
26,103
+929
1205
$1.2M 0.01%
33,063
-115
1206
$1.2M 0.01%
8,226
+37
1207
$1.2M 0.01%
18,193
+382
1208
$1.19M 0.01%
31,195
-1,032
1209
$1.19M 0.01%
16,584
+1,873
1210
$1.19M 0.01%
136,370
-950
1211
$1.19M 0.01%
24,981
+968
1212
$1.19M 0.01%
32,992
+380
1213
$1.18M 0.01%
19,935
+3,802
1214
$1.18M 0.01%
8,622
+1,956
1215
$1.18M 0.01%
20,634
+514
1216
$1.18M 0.01%
84,041
+1,289
1217
$1.18M 0.01%
19,008
+346
1218
$1.17M 0.01%
15,256
-807
1219
$1.17M 0.01%
60,501
+8,180
1220
$1.16M 0.01%
35,920
+11,939
1221
$1.16M 0.01%
17,463
+1,556
1222
$1.16M 0.01%
17,077
-6,886
1223
$1.16M 0.01%
501
+92
1224
$1.16M 0.01%
32,459
+1,133
1225
$1.15M 0.01%
40,887
+1,138
47 48
49
50 51