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
1776
$428K ﹤0.01%
15,558
-500
1777
$424K ﹤0.01%
5,634
+441
1778
$424K ﹤0.01%
13,362
+353
1779
$424K ﹤0.01%
8,201
+1,774
1780
$423K ﹤0.01%
62,741
+21,357
1781
$421K ﹤0.01%
23,674
+4,091
1782
$420K ﹤0.01%
12,277
+2,053
1783
$420K ﹤0.01%
13,281
-235
1784
$420K ﹤0.01%
6,346
+1,747
1785
$419K ﹤0.01%
10,309
-3,845
1786
$417K ﹤0.01%
20,382
+733
1787
$417K ﹤0.01%
10,268
+468
1788
$415K ﹤0.01%
20,694
+687
1789
$415K ﹤0.01%
5,269
+200
1790
$412K ﹤0.01%
+14,575
1791
$412K ﹤0.01%
1,274
-18
1792
$412K ﹤0.01%
34,611
-2,001
1793
$412K ﹤0.01%
168,323
+37,967
1794
$411K ﹤0.01%
37,242
-1,313
1795
$411K ﹤0.01%
9,061
+129
1796
$411K ﹤0.01%
9,793
+139
1797
$409K ﹤0.01%
16,578
+345
1798
$409K ﹤0.01%
8,543
+1,586
1799
$409K ﹤0.01%
20,983
+4,867
1800
$408K ﹤0.01%
4,922
+1,132
70 71
72
73 74