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
1351
$910K ﹤0.01%
18,753
-428
1352
$908K ﹤0.01%
67,128
+8,958
1353
$907K ﹤0.01%
21,151
-2,166
1354
$906K ﹤0.01%
22,597
-468
1355
$906K ﹤0.01%
12,478
+1,098
1356
$905K ﹤0.01%
11,678
-158
1357
$904K ﹤0.01%
9,212
+1,023
1358
$902K ﹤0.01%
23,966
+2,454
1359
$901K ﹤0.01%
63,906
+1,465
1360
$901K ﹤0.01%
57,468
-3,280
1361
$901K ﹤0.01%
58,344
+3,253
1362
$900K ﹤0.01%
28,219
-1,441
1363
$899K ﹤0.01%
16,349
+3,352
1364
$898K ﹤0.01%
26,213
-1,380
1365
$896K ﹤0.01%
20,534
+202
1366
$896K ﹤0.01%
14,762
+2,120
1367
$894K ﹤0.01%
16,952
-417
1368
$891K ﹤0.01%
45,377
-8,211
1369
$891K ﹤0.01%
285,716
+41,201
1370
$891K ﹤0.01%
66,326
-16,226
1371
$891K ﹤0.01%
29,965
-367
1372
$890K ﹤0.01%
5,903
+339
1373
$886K ﹤0.01%
52,487
+277
1374
$885K ﹤0.01%
39,039
+655
1375
$885K ﹤0.01%
23,396
-367
53 54
55
56 57