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
101
$42.4M 0.22%
191,690
-68,544
102
$42M 0.21%
570,762
+40,776
103
$41.1M 0.21%
246,070
+13,487
104
$40.6M 0.21%
1,582,060
+56,500
105
$40.3M 0.2%
126,548
+18,780
106
$40.3M 0.2%
533,770
+58,858
107
$40.1M 0.2%
130,589
+7,894
108
$40M 0.2%
625,171
+48,678
109
$39.8M 0.2%
195,734
+3,445
110
$39.8M 0.2%
2,072,320
+58,530
111
$39.8M 0.2%
434,759
-12,330
112
$39.6M 0.2%
812,608
+114,962
113
$38.3M 0.19%
679,648
+34,277
114
$38.1M 0.19%
510,281
-138,641
115
$37.9M 0.19%
73,858
+5,121
116
$37.6M 0.19%
1,061,074
-875
117
$37M 0.19%
442,443
-142,452
118
$36.8M 0.19%
627,825
+30,939
119
$36.7M 0.19%
326,467
+27,373
120
$36.5M 0.19%
545,187
-122,515
121
$36.5M 0.19%
889,342
+110,433
122
$36.3M 0.18%
254,732
+13,485
123
$35.9M 0.18%
208,173
+13,749
124
$35.9M 0.18%
1,053,110
+143,183
125
$35.7M 0.18%
529,543
-27,658
3 4
5
6 7