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
1801
$407K ﹤0.01%
4,613
+115
1802
$407K ﹤0.01%
7,221
-3,309
1803
$407K ﹤0.01%
9,067
+2,007
1804
$406K ﹤0.01%
12,243
+509
1805
$406K ﹤0.01%
33,093
+1,258
1806
$405K ﹤0.01%
21,068
+2,773
1807
$405K ﹤0.01%
1,452
+163
1808
$404K ﹤0.01%
6,805
+1,661
1809
$403K ﹤0.01%
10,245
-383
1810
$403K ﹤0.01%
14,333
+766
1811
$403K ﹤0.01%
6,578
-550
1812
$403K ﹤0.01%
39,616
+7,332
1813
$401K ﹤0.01%
25,729
-3,429
1814
$400K ﹤0.01%
23,585
-508
1815
$399K ﹤0.01%
13,379
+550
1816
$398K ﹤0.01%
14,934
-3,107
1817
$397K ﹤0.01%
5,126
+565
1818
$395K ﹤0.01%
14,889
+712
1819
$395K ﹤0.01%
9,857
-696
1820
$394K ﹤0.01%
15,282
+633
1821
$394K ﹤0.01%
8,697
-706
1822
$394K ﹤0.01%
6,142
-15,051
1823
$392K ﹤0.01%
23,154
-2,506
1824
$391K ﹤0.01%
19,600
-742
1825
$390K ﹤0.01%
+11,959
71 72
73
74 75