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
1526
$700K ﹤0.01%
29,709
+1,538
1527
$700K ﹤0.01%
42,654
+5,028
1528
$699K ﹤0.01%
1,252
-92
1529
$698K ﹤0.01%
47,500
+138
1530
$697K ﹤0.01%
+40,980
1531
$696K ﹤0.01%
4,218
-344
1532
$695K ﹤0.01%
5,333
+2,015
1533
$694K ﹤0.01%
9,938
+10
1534
$694K ﹤0.01%
25,368
+1,452
1535
$692K ﹤0.01%
35,060
+95
1536
$689K ﹤0.01%
28,887
+1,485
1537
$689K ﹤0.01%
12,716
+1,812
1538
$688K ﹤0.01%
4,794
+263
1539
$687K ﹤0.01%
24,520
+8,937
1540
$685K ﹤0.01%
28,611
+4,641
1541
$682K ﹤0.01%
36,865
+1,295
1542
$681K ﹤0.01%
36,028
+1,695
1543
$681K ﹤0.01%
13,206
+202
1544
$678K ﹤0.01%
7,957
+70
1545
$678K ﹤0.01%
11,541
-23
1546
$676K ﹤0.01%
34,333
+2,521
1547
$675K ﹤0.01%
40,865
+755
1548
$675K ﹤0.01%
11,538
+1,265
1549
$674K ﹤0.01%
11,835
+550
1550
$674K ﹤0.01%
16,548
+625
60 61
62
63 64