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
1651
$554K ﹤0.01%
20,372
+1,949
1652
$553K ﹤0.01%
8,980
+1,288
1653
$552K ﹤0.01%
92,737
+557
1654
$552K ﹤0.01%
97,474
+11,602
1655
$551K ﹤0.01%
13,765
-2,066
1656
$551K ﹤0.01%
38,745
+2,449
1657
$550K ﹤0.01%
248,899
+47,022
1658
$549K ﹤0.01%
18,226
+195
1659
$547K ﹤0.01%
11,276
-1,730
1660
$547K ﹤0.01%
35,965
+1,386
1661
$547K ﹤0.01%
15,254
+143
1662
$544K ﹤0.01%
6,810
+1,200
1663
$539K ﹤0.01%
55,631
+23,784
1664
$539K ﹤0.01%
7,638
+2,022
1665
$538K ﹤0.01%
33,793
-237
1666
$537K ﹤0.01%
47,832
-10,262
1667
$537K ﹤0.01%
+278
1668
$536K ﹤0.01%
7,559
+170
1669
$536K ﹤0.01%
20,810
-1,488
1670
$534K ﹤0.01%
24,561
+2,949
1671
$532K ﹤0.01%
17,838
+6,549
1672
$532K ﹤0.01%
11,659
-337
1673
$532K ﹤0.01%
12,528
+3,078
1674
$531K ﹤0.01%
9,636
+381
1675
$530K ﹤0.01%
18,690
+2,871
65 66
67
68 69