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
1576
$651K ﹤0.01%
13,402
-1,692
1577
$650K ﹤0.01%
8,371
-105
1578
$649K ﹤0.01%
75,784
+8,521
1579
$648K ﹤0.01%
85,939
-1,741
1580
$648K ﹤0.01%
39,016
+3,212
1581
$646K ﹤0.01%
14,270
+3,417
1582
$644K ﹤0.01%
54,603
+6,231
1583
$643K ﹤0.01%
17,005
-3,077
1584
$643K ﹤0.01%
33,468
+4,871
1585
$642K ﹤0.01%
30,512
-4,062
1586
$641K ﹤0.01%
20,375
+1,460
1587
$638K ﹤0.01%
11,774
-942
1588
$637K ﹤0.01%
13,934
-254
1589
$636K ﹤0.01%
14,633
-126
1590
$636K ﹤0.01%
8,761
+355
1591
$634K ﹤0.01%
12,241
-384
1592
$631K ﹤0.01%
8,223
-439
1593
$631K ﹤0.01%
13,077
+27
1594
$631K ﹤0.01%
68,073
+40,962
1595
$628K ﹤0.01%
12,892
+1,506
1596
$627K ﹤0.01%
90,740
-12,494
1597
$626K ﹤0.01%
44,650
-3,252
1598
$625K ﹤0.01%
15,071
-2,297
1599
$625K ﹤0.01%
53,294
+2,157
1600
$625K ﹤0.01%
15,681
-1,822
62 63
64
65 66