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
1701
$505K ﹤0.01%
41,455
-1,797
1702
$503K ﹤0.01%
10,436
+6,177
1703
$503K ﹤0.01%
13,797
+308
1704
$502K ﹤0.01%
+6,696
1705
$502K ﹤0.01%
18,614
+2,981
1706
$502K ﹤0.01%
5,761
+2,732
1707
$501K ﹤0.01%
16,682
-182
1708
$500K ﹤0.01%
9,508
-639
1709
$499K ﹤0.01%
8,613
+776
1710
$493K ﹤0.01%
25,394
+1,931
1711
$492K ﹤0.01%
8,982
-624
1712
$490K ﹤0.01%
31,299
-28,144
1713
$489K ﹤0.01%
11,666
-216
1714
$489K ﹤0.01%
14,241
+2,509
1715
$487K ﹤0.01%
60,677
-9,176
1716
$483K ﹤0.01%
32,182
-19
1717
$482K ﹤0.01%
121,493
+47,146
1718
$482K ﹤0.01%
4,287
+1,486
1719
$481K ﹤0.01%
26,818
-1,491
1720
$479K ﹤0.01%
31,475
+370
1721
$478K ﹤0.01%
21,759
+3,557
1722
$477K ﹤0.01%
8,678
-794
1723
$477K ﹤0.01%
9,971
+3,198
1724
$476K ﹤0.01%
22,831
+1,684
1725
$474K ﹤0.01%
9,437
+813
67 68
69
70 71