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
126
$35.7M 0.18%
175,586
+4,997
127
$35.6M 0.18%
348,091
+23,199
128
$34.5M 0.18%
376,789
+13,904
129
$33.7M 0.17%
784,754
+1,760
130
$33.6M 0.17%
287,597
+12,526
131
$33.6M 0.17%
607,119
+49,524
132
$33.5M 0.17%
3,852,586
+254,804
133
$33.3M 0.17%
362,539
+50,889
134
$33.2M 0.17%
212,730
+85,011
135
$33.2M 0.17%
133,656
+1,439
136
$32.9M 0.17%
330,542
+30,273
137
$32.9M 0.17%
410,700
+7,356
138
$32.5M 0.17%
269,697
+16,103
139
$31.9M 0.16%
438,961
+62,598
140
$31.9M 0.16%
201,859
+10,853
141
$31.6M 0.16%
1,725,252
+50,700
142
$31.4M 0.16%
764,442
+253,311
143
$31.4M 0.16%
1,288,863
+23,680
144
$31.3M 0.16%
371,891
+26,009
145
$31.3M 0.16%
3,479,145
+174,845
146
$31.1M 0.16%
4,281,790
+187,625
147
$31M 0.16%
200,068
+6,291
148
$30.6M 0.16%
1,087,415
+86,686
149
$30.1M 0.15%
206,340
+6,200
150
$30.1M 0.15%
381,172
+50,119
4 5
6
7 8