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
1401
$850K ﹤0.01%
76,938
+28,169
1402
$849K ﹤0.01%
6,378
-216
1403
$849K ﹤0.01%
5,430
+983
1404
$848K ﹤0.01%
21,546
+11,947
1405
$847K ﹤0.01%
12,764
+684
1406
$847K ﹤0.01%
20,990
-4,758
1407
$845K ﹤0.01%
38,392
-1,500
1408
$845K ﹤0.01%
39,186
+6,057
1409
$845K ﹤0.01%
10,482
+975
1410
$844K ﹤0.01%
10,744
-1,514
1411
$844K ﹤0.01%
48,779
-4,187
1412
$843K ﹤0.01%
17,564
-5,385
1413
$842K ﹤0.01%
67,191
-234
1414
$837K ﹤0.01%
13,130
+771
1415
$836K ﹤0.01%
34,800
+11,617
1416
$834K ﹤0.01%
15,629
+898
1417
$834K ﹤0.01%
8,097
+695
1418
$834K ﹤0.01%
10,376
+913
1419
$832K ﹤0.01%
30,415
-911
1420
$830K ﹤0.01%
11,056
+224
1421
$830K ﹤0.01%
24,843
-103
1422
$829K ﹤0.01%
57,878
-4,741
1423
$826K ﹤0.01%
44,244
-42,023
1424
$825K ﹤0.01%
17,874
+46
1425
$822K ﹤0.01%
10,801
-590
55 56
57
58 59