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
1251
$1.1M 0.01%
29,806
+1,628
1252
$1.1M 0.01%
49,624
+7,160
1253
$1.09M 0.01%
13,905
+647
1254
$1.09M 0.01%
24,768
+18,290
1255
$1.09M 0.01%
41,868
-676
1256
$1.09M 0.01%
7,244
+140
1257
$1.08M 0.01%
75,576
+35,860
1258
$1.08M 0.01%
33,654
+5,787
1259
$1.08M 0.01%
42,130
+914
1260
$1.08M 0.01%
19,471
+136
1261
$1.08M 0.01%
16,378
-364
1262
$1.08M 0.01%
32,877
+1,551
1263
$1.07M 0.01%
15,609
-4,116
1264
$1.07M 0.01%
57,003
-113,944
1265
$1.07M 0.01%
33,972
+4,711
1266
$1.07M 0.01%
94,532
+23,751
1267
$1.07M 0.01%
27,862
+14,910
1268
$1.07M 0.01%
50,405
-19,805
1269
$1.07M 0.01%
35,024
+2,431
1270
$1.07M 0.01%
30,698
-3,807
1271
$1.06M 0.01%
25,905
+543
1272
$1.06M 0.01%
23,038
+1,559
1273
$1.06M 0.01%
110,373
+54,078
1274
$1.05M 0.01%
24,740
-1,385
1275
$1.05M 0.01%
31,915
-1,113
49 50
51
52 53