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 16.59%
3 Healthcare 13.04%
4 Consumer Discretionary 9.52%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$1M 0.01%
18,273
+1,033
1302
$1M 0.01%
66,917
+11,908
1303
$999K 0.01%
40,162
+5,707
1304
$998K 0.01%
12,638
-104
1305
$996K 0.01%
14,766
+760
1306
$996K 0.01%
55,630
+5,059
1307
$994K 0.01%
52,313
-26,408
1308
$993K 0.01%
19,348
-128
1309
$984K 0.01%
38,224
+716
1310
$983K 0.01%
7,428
-43
1311
$982K 0.01%
28,373
+4,286
1312
$980K 0.01%
5,499
+697
1313
$978K 0.01%
39,131
-2,338
1314
$976K 0.01%
24,209
+3,864
1315
$976K 0.01%
200,986
+3,185
1316
$974K ﹤0.01%
23,086
+1,468
1317
$974K ﹤0.01%
24,068
+263
1318
$968K ﹤0.01%
17,516
+3,678
1319
$968K ﹤0.01%
23,795
+2,942
1320
$965K ﹤0.01%
30,046
-1,220
1321
$964K ﹤0.01%
20,137
-1,684
1322
$961K ﹤0.01%
18,734
-756
1323
$960K ﹤0.01%
10,718
+184
1324
$955K ﹤0.01%
69,096
+8,857
1325
$955K ﹤0.01%
16,280
-416
51 52
53
54 55