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
1226
$1.15M 0.01%
22,899
+2,625
1227
$1.15M 0.01%
75,176
+6,919
1228
$1.14M 0.01%
56,429
+6,280
1229
$1.14M 0.01%
12,819
+610
1230
$1.14M 0.01%
18,869
-1,100
1231
$1.14M 0.01%
32,425
+4,185
1232
$1.14M 0.01%
89,097
-8,384
1233
$1.13M 0.01%
48,554
-4,152
1234
$1.13M 0.01%
19,855
+1,480
1235
$1.13M 0.01%
+63,575
1236
$1.13M 0.01%
21,869
+2,291
1237
$1.13M 0.01%
31,468
+638
1238
$1.12M 0.01%
21,637
+4,825
1239
$1.12M 0.01%
31,926
+385
1240
$1.12M 0.01%
42,350
+875
1241
$1.12M 0.01%
15,784
-1,349
1242
$1.12M 0.01%
32,428
+6,309
1243
$1.11M 0.01%
16,520
+846
1244
$1.11M 0.01%
22,642
+5,377
1245
$1.1M 0.01%
16,879
-5,233
1246
$1.1M 0.01%
64,735
-36,448
1247
$1.1M 0.01%
21,568
+2,377
1248
$1.1M 0.01%
36,782
-199
1249
$1.1M 0.01%
23,406
+610
1250
$1.1M 0.01%
35,204
+4,341
48 49
50
51 52