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
1476
$765K ﹤0.01%
87,502
-899
1477
$764K ﹤0.01%
34,770
-2,340
1478
$763K ﹤0.01%
23,390
-1,052
1479
$762K ﹤0.01%
14,170
+158
1480
$760K ﹤0.01%
5,622
+232
1481
$758K ﹤0.01%
135,772
-5,708
1482
$758K ﹤0.01%
22,098
+651
1483
$755K ﹤0.01%
17,122
+7,318
1484
$755K ﹤0.01%
380
+50
1485
$751K ﹤0.01%
111,119
+37,874
1486
$746K ﹤0.01%
8,446
+683
1487
$746K ﹤0.01%
18,728
+421
1488
$745K ﹤0.01%
15,243
-228
1489
$743K ﹤0.01%
48,064
+6,582
1490
$743K ﹤0.01%
10,784
+307
1491
$743K ﹤0.01%
13,449
+1,356
1492
$742K ﹤0.01%
7,895
+448
1493
$741K ﹤0.01%
20,834
+558
1494
$741K ﹤0.01%
11,098
+391
1495
$737K ﹤0.01%
86,351
+11,638
1496
$737K ﹤0.01%
14,017
+7,208
1497
$735K ﹤0.01%
13,752
+2,051
1498
$733K ﹤0.01%
21,361
+654
1499
$733K ﹤0.01%
27,816
+3,479
1500
$733K ﹤0.01%
181,371
-23,310
58 59
60
61 62