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
1276
$1.05M 0.01%
8,089
-99
1277
$1.05M 0.01%
29,311
+483
1278
$1.05M 0.01%
24,109
-2,970
1279
$1.05M 0.01%
23,579
+1,179
1280
$1.05M 0.01%
72,645
+2,260
1281
$1.04M 0.01%
6,749
+1,439
1282
$1.04M 0.01%
5,261
-792
1283
$1.04M 0.01%
44,277
-901
1284
$1.04M 0.01%
44,082
+580
1285
$1.03M 0.01%
33,977
-2,839
1286
$1.03M 0.01%
24,926
-2,755
1287
$1.03M 0.01%
33,992
+4,258
1288
$1.03M 0.01%
37,783
+38
1289
$1.02M 0.01%
29,771
+4,656
1290
$1.02M 0.01%
17,380
+1,506
1291
$1.02M 0.01%
28,798
+1,353
1292
$1.02M 0.01%
32,764
+1,455
1293
$1.02M 0.01%
32,506
+1,566
1294
$1.02M 0.01%
19,031
+983
1295
$1.02M 0.01%
23,413
+4,292
1296
$1.02M 0.01%
17,953
+438
1297
$1.01M 0.01%
28,411
+5,734
1298
$1.01M 0.01%
32,346
-2,495
1299
$1M 0.01%
29,389
-4,939
1300
$1M 0.01%
15,784
-19
50 51
52
53 54