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
1676
$529K ﹤0.01%
+9,431
1677
$526K ﹤0.01%
13,215
+1,408
1678
$524K ﹤0.01%
7,688
-900
1679
$524K ﹤0.01%
37,987
-84,725
1680
$523K ﹤0.01%
16,262
+150
1681
$520K ﹤0.01%
13,748
+1,769
1682
$519K ﹤0.01%
5,875
+720
1683
$519K ﹤0.01%
28,307
+2,666
1684
$518K ﹤0.01%
9,032
-1,378
1685
$517K ﹤0.01%
32,929
+8,830
1686
$517K ﹤0.01%
66,715
-2,194
1687
$517K ﹤0.01%
3,474
+1,788
1688
$516K ﹤0.01%
+16,700
1689
$514K ﹤0.01%
4,942
+95
1690
$513K ﹤0.01%
12,854
+513
1691
$513K ﹤0.01%
14,809
+2,768
1692
$513K ﹤0.01%
30,686
+744
1693
$512K ﹤0.01%
6,077
+1,005
1694
$512K ﹤0.01%
13,547
+368
1695
$511K ﹤0.01%
4,822
+214
1696
$510K ﹤0.01%
20,945
+541
1697
$508K ﹤0.01%
18,301
-7,221
1698
$507K ﹤0.01%
115
+19
1699
$506K ﹤0.01%
14,326
+2,371
1700
$505K ﹤0.01%
12,679
+108
66 67
68
69 70