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
1626
$588K ﹤0.01%
31,896
+5,773
1627
$587K ﹤0.01%
10,505
-2,745
1628
$585K ﹤0.01%
51,950
-45,635
1629
$584K ﹤0.01%
18,763
+3,744
1630
$583K ﹤0.01%
31,101
-110,416
1631
$582K ﹤0.01%
554,297
-23,632
1632
$580K ﹤0.01%
19,458
+341
1633
$575K ﹤0.01%
57,373
-8,959
1634
$574K ﹤0.01%
12,169
-67
1635
$574K ﹤0.01%
15,419
+1,035
1636
$574K ﹤0.01%
43,717
+11,771
1637
$571K ﹤0.01%
16,685
+1,010
1638
$571K ﹤0.01%
10,536
-164
1639
$570K ﹤0.01%
43,047
+2,435
1640
$569K ﹤0.01%
15,050
+680
1641
$567K ﹤0.01%
19,457
+639
1642
$565K ﹤0.01%
9,326
+380
1643
$564K ﹤0.01%
14,129
-731
1644
$564K ﹤0.01%
26,919
+1,122
1645
$561K ﹤0.01%
12,801
+93
1646
$559K ﹤0.01%
11,491
+277
1647
$557K ﹤0.01%
21,891
+1,240
1648
$555K ﹤0.01%
9,085
-752
1649
$555K ﹤0.01%
15,088
+301
1650
$554K ﹤0.01%
26,973
+4,784
64 65
66
67 68