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
1726
$473K ﹤0.01%
26,702
-1,330
1727
$473K ﹤0.01%
16,190
-22,908
1728
$472K ﹤0.01%
64,617
-61
1729
$471K ﹤0.01%
23,999
-24,180
1730
$470K ﹤0.01%
15,720
+1,776
1731
$469K ﹤0.01%
10,588
+40
1732
$468K ﹤0.01%
18,494
+354
1733
$468K ﹤0.01%
9,759
+927
1734
$468K ﹤0.01%
34,795
-1,839
1735
$467K ﹤0.01%
21,402
+73
1736
$466K ﹤0.01%
13,505
+238
1737
$464K ﹤0.01%
12,333
+861
1738
$462K ﹤0.01%
24,063
-1,721
1739
$462K ﹤0.01%
15,297
+3,869
1740
$461K ﹤0.01%
28,079
-406
1741
$461K ﹤0.01%
24,713
+384
1742
$459K ﹤0.01%
5,797
-191
1743
$453K ﹤0.01%
10,189
-433
1744
$452K ﹤0.01%
28,846
-3,575
1745
$452K ﹤0.01%
18,017
-441
1746
$451K ﹤0.01%
21,724
+299
1747
$451K ﹤0.01%
+11,467
1748
$447K ﹤0.01%
8,696
+405
1749
$447K ﹤0.01%
51,954
+10,395
1750
$446K ﹤0.01%
26,075
-236
68 69
70
71 72