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
1426
$822K ﹤0.01%
4,764
-24
1427
$822K ﹤0.01%
13,803
+274
1428
$821K ﹤0.01%
19,829
+308
1429
$818K ﹤0.01%
37,703
-31
1430
$818K ﹤0.01%
4,031
+247
1431
$815K ﹤0.01%
24,612
-240
1432
$815K ﹤0.01%
15,397
-108
1433
$813K ﹤0.01%
36,114
+4,420
1434
$811K ﹤0.01%
41,983
+1,420
1435
$805K ﹤0.01%
14,966
-4,682
1436
$805K ﹤0.01%
54,675
+10,698
1437
$804K ﹤0.01%
14,311
-22
1438
$803K ﹤0.01%
17,347
-128
1439
$803K ﹤0.01%
43,193
+7,135
1440
$798K ﹤0.01%
66,085
+3,485
1441
$797K ﹤0.01%
13,275
-4,228
1442
$797K ﹤0.01%
34,282
+4,150
1443
$793K ﹤0.01%
16,999
+5,323
1444
$793K ﹤0.01%
44,570
+8,339
1445
$793K ﹤0.01%
15,898
+845
1446
$790K ﹤0.01%
11,523
-2,546
1447
$789K ﹤0.01%
15,865
-3,227
1448
$789K ﹤0.01%
11,923
-16
1449
$788K ﹤0.01%
9,399
-998
1450
$784K ﹤0.01%
15,112
-2,825
56 57
58
59 60