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
151
$29.8M 0.15%
345,466
+7,923
152
$29.7M 0.15%
4,746,526
+314,064
153
$29.7M 0.15%
506,770
+32,173
154
$29.6M 0.15%
1,410,973
+39,332
155
$29.5M 0.15%
273,051
+9,435
156
$29.3M 0.15%
544,407
+15,294
157
$29.3M 0.15%
684,676
-5,116
158
$29.3M 0.15%
87,178
+298
159
$29.3M 0.15%
189,223
+13,911
160
$28.5M 0.14%
195,348
+19,644
161
$28.5M 0.14%
570,188
+88,279
162
$28.5M 0.14%
557,262
+17,477
163
$28.5M 0.14%
1,410,179
-133,701
164
$28.4M 0.14%
407,202
+18,017
165
$28.3M 0.14%
144,326
+206
166
$28.3M 0.14%
816,590
+82,831
167
$28.2M 0.14%
513,618
+33,753
168
$28.2M 0.14%
709,753
-34,438
169
$28.1M 0.14%
547,032
+29,042
170
$28M 0.14%
277,156
+32,021
171
$28M 0.14%
345,606
+27,715
172
$27.8M 0.14%
205,071
+2,439
173
$27.6M 0.14%
215,039
+5,215
174
$27.4M 0.14%
711,231
+45,399
175
$27.2M 0.14%
199,020
+6,372
5 6
7
8 9