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
1326
$954K ﹤0.01%
54,676
+2,959
1327
$953K ﹤0.01%
44,685
-2,271
1328
$950K ﹤0.01%
67,371
-1,636
1329
$950K ﹤0.01%
16,634
-207
1330
$947K ﹤0.01%
56,895
-176
1331
$945K ﹤0.01%
38,896
+4,622
1332
$943K ﹤0.01%
18,867
+303
1333
$942K ﹤0.01%
1,190
-33
1334
$941K ﹤0.01%
7,742
+563
1335
$940K ﹤0.01%
217,670
+27,473
1336
$940K ﹤0.01%
45,628
+2,755
1337
$939K ﹤0.01%
16,349
+1,236
1338
$937K ﹤0.01%
63,268
+7,364
1339
$934K ﹤0.01%
53,588
+2,057
1340
$933K ﹤0.01%
34,141
-58
1341
$933K ﹤0.01%
17,411
+11,025
1342
$932K ﹤0.01%
39,479
-3,243
1343
$932K ﹤0.01%
18,806
+116
1344
$931K ﹤0.01%
69,292
+2,537
1345
$928K ﹤0.01%
9,331
+56
1346
$927K ﹤0.01%
22,017
-947
1347
$927K ﹤0.01%
37,669
+15,701
1348
$920K ﹤0.01%
18,988
-976
1349
$919K ﹤0.01%
10,209
+824
1350
$915K ﹤0.01%
11,931
-25
52 53
54
55 56