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
1451
$783K ﹤0.01%
58,506
-6,552
1452
$781K ﹤0.01%
24,887
+169
1453
$781K ﹤0.01%
16,891
-478
1454
$781K ﹤0.01%
13,567
-783
1455
$780K ﹤0.01%
38,031
+20,239
1456
$779K ﹤0.01%
21,556
-2,819
1457
$779K ﹤0.01%
67,234
-5,492
1458
$778K ﹤0.01%
41,730
-3,555
1459
$778K ﹤0.01%
41,955
+2,750
1460
$776K ﹤0.01%
4,353
+711
1461
$775K ﹤0.01%
6,134
+2,347
1462
$774K ﹤0.01%
13,039
-1,085
1463
$774K ﹤0.01%
8,275
+329
1464
$774K ﹤0.01%
8,720
+4,259
1465
$773K ﹤0.01%
18,231
-963
1466
$773K ﹤0.01%
12,694
+1,285
1467
$772K ﹤0.01%
114,506
+17,315
1468
$772K ﹤0.01%
2,452
-118
1469
$771K ﹤0.01%
32,450
+7,389
1470
$770K ﹤0.01%
55,806
+12,402
1471
$769K ﹤0.01%
16,889
-1,543
1472
$768K ﹤0.01%
8,158
+587
1473
$767K ﹤0.01%
8,835
-34
1474
$766K ﹤0.01%
13,860
+6,335
1475
$766K ﹤0.01%
57,158
-5,882
57 58
59
60 61