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
1376
$884K ﹤0.01%
22,921
+953
1377
$883K ﹤0.01%
37,618
-1,253
1378
$882K ﹤0.01%
12,954
+1,761
1379
$882K ﹤0.01%
91,566
-25,135
1380
$881K ﹤0.01%
12,764
+54
1381
$880K ﹤0.01%
23,395
+1,543
1382
$879K ﹤0.01%
17,469
-528
1383
$874K ﹤0.01%
7,695
+144
1384
$873K ﹤0.01%
17,321
-164
1385
$872K ﹤0.01%
7,120
+1,785
1386
$872K ﹤0.01%
40,966
+10,587
1387
$869K ﹤0.01%
39,806
-3,583
1388
$869K ﹤0.01%
16,328
-140
1389
$869K ﹤0.01%
13,106
+2,256
1390
$868K ﹤0.01%
13,504
+1,486
1391
$867K ﹤0.01%
38,537
+1,221
1392
$863K ﹤0.01%
15,037
-1,936
1393
$859K ﹤0.01%
14,121
+450
1394
$857K ﹤0.01%
200,698
+64,662
1395
$856K ﹤0.01%
50,264
+8,766
1396
$855K ﹤0.01%
10,383
+770
1397
$855K ﹤0.01%
12,277
-27
1398
$853K ﹤0.01%
38,785
+112
1399
$852K ﹤0.01%
92,311
-26,365
1400
$852K ﹤0.01%
19,055
-480
54 55
56
57 58