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
1601
$624K ﹤0.01%
29,832
+4,851
1602
$623K ﹤0.01%
7,722
+14
1603
$621K ﹤0.01%
11,533
+1,316
1604
$620K ﹤0.01%
20,518
+349
1605
$619K ﹤0.01%
18,381
-899
1606
$618K ﹤0.01%
13,308
+465
1607
$618K ﹤0.01%
10,761
+1,874
1608
$618K ﹤0.01%
38,989
+14,458
1609
$615K ﹤0.01%
15,757
-120
1610
$614K ﹤0.01%
3,059
+173
1611
$613K ﹤0.01%
25,160
+4,418
1612
$610K ﹤0.01%
51,715
-16,540
1613
$609K ﹤0.01%
56,658
+2,928
1614
$608K ﹤0.01%
15,466
+948
1615
$605K ﹤0.01%
19,976
+1,229
1616
$604K ﹤0.01%
36,102
-6,256
1617
$602K ﹤0.01%
45,820
+3,490
1618
$601K ﹤0.01%
10,276
+3,359
1619
$601K ﹤0.01%
11,972
+347
1620
$598K ﹤0.01%
30,535
-1,545
1621
$597K ﹤0.01%
14,328
+584
1622
$594K ﹤0.01%
60,704
+6,893
1623
$593K ﹤0.01%
8,252
+559
1624
$591K ﹤0.01%
16,911
-6,475
1625
$588K ﹤0.01%
12,144
-463
63 64
65
66 67