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
1751
$444K ﹤0.01%
55,654
-16,789
1752
$442K ﹤0.01%
13,755
-2,227
1753
$442K ﹤0.01%
10,223
+70
1754
$442K ﹤0.01%
11,726
+446
1755
$441K ﹤0.01%
6,887
+520
1756
$441K ﹤0.01%
30,286
-286
1757
$440K ﹤0.01%
2,914
-77
1758
$439K ﹤0.01%
12,656
-21
1759
$438K ﹤0.01%
11,565
-2,201
1760
$438K ﹤0.01%
13,979
+3,401
1761
$438K ﹤0.01%
19,296
-227
1762
$438K ﹤0.01%
8,999
-201
1763
$436K ﹤0.01%
147,664
+2,830
1764
$436K ﹤0.01%
5,581
+961
1765
$436K ﹤0.01%
80,154
+3,197
1766
$434K ﹤0.01%
15,138
+400
1767
$433K ﹤0.01%
65
1768
$433K ﹤0.01%
6,106
1769
$432K ﹤0.01%
9,524
-573
1770
$432K ﹤0.01%
5,014
+306
1771
$431K ﹤0.01%
41,157
-8,270
1772
$431K ﹤0.01%
20,452
-771
1773
$431K ﹤0.01%
8,217
-133
1774
$430K ﹤0.01%
17,979
+630
1775
$428K ﹤0.01%
10,718
+4,032
69 70
71
72 73