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
1551
$674K ﹤0.01%
119,055
+78,696
1552
$673K ﹤0.01%
25,400
+407
1553
$673K ﹤0.01%
1,669
+45
1554
$672K ﹤0.01%
18,356
-310
1555
$670K ﹤0.01%
5,933
+139
1556
$670K ﹤0.01%
22,396
-3,283
1557
$667K ﹤0.01%
7,733
+212
1558
$667K ﹤0.01%
22,695
-2,250
1559
$666K ﹤0.01%
62,354
+13,832
1560
$666K ﹤0.01%
16,722
-2,435
1561
$665K ﹤0.01%
9,096
+64
1562
$665K ﹤0.01%
15,258
+4,699
1563
$663K ﹤0.01%
28,109
+17,426
1564
$662K ﹤0.01%
42,097
+4,790
1565
$661K ﹤0.01%
11,385
+715
1566
$661K ﹤0.01%
10,349
+92
1567
$661K ﹤0.01%
1,049
-175
1568
$661K ﹤0.01%
35,686
-368
1569
$658K ﹤0.01%
26,892
+118
1570
$657K ﹤0.01%
23,008
+10,088
1571
$657K ﹤0.01%
28,513
+1,184
1572
$656K ﹤0.01%
8,831
+3,597
1573
$655K ﹤0.01%
43,186
-22,608
1574
$654K ﹤0.01%
14,737
+871
1575
$652K ﹤0.01%
10,761
-2,580
61 62
63
64 65