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
1501
$733K ﹤0.01%
267,641
+50,810
1502
$730K ﹤0.01%
88,635
+61,820
1503
$729K ﹤0.01%
18,508
+467
1504
$728K ﹤0.01%
13,876
+211
1505
$727K ﹤0.01%
11,831
+1,873
1506
$724K ﹤0.01%
+18,335
1507
$722K ﹤0.01%
11,984
+2,123
1508
$721K ﹤0.01%
11,384
-1,464
1509
$719K ﹤0.01%
28,002
+1,674
1510
$718K ﹤0.01%
5,438
+3,490
1511
$716K ﹤0.01%
16,155
-17,363
1512
$715K ﹤0.01%
24,563
+402
1513
$714K ﹤0.01%
24,868
+3,579
1514
$714K ﹤0.01%
82,536
-10,294
1515
$713K ﹤0.01%
43,597
+25,114
1516
$713K ﹤0.01%
21,858
-8,329
1517
$713K ﹤0.01%
7,603
+3,444
1518
$712K ﹤0.01%
6,629
+3,261
1519
$710K ﹤0.01%
17,685
+1,601
1520
$707K ﹤0.01%
16,058
+3,095
1521
$707K ﹤0.01%
156,426
+31,521
1522
$706K ﹤0.01%
31,602
+9,940
1523
$705K ﹤0.01%
169,133
+16,437
1524
$703K ﹤0.01%
5,325
+569
1525
$701K ﹤0.01%
43,380
-22,273
59 60
61
62 63