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
1826
$387K ﹤0.01%
14,261
-2,543
1827
$386K ﹤0.01%
27,729
+258
1828
$384K ﹤0.01%
+5,183
1829
$384K ﹤0.01%
27,126
-1,187
1830
$383K ﹤0.01%
9,511
-342
1831
$383K ﹤0.01%
11,963
-203
1832
$383K ﹤0.01%
+5,667
1833
$382K ﹤0.01%
10,891
+710
1834
$382K ﹤0.01%
88,805
-38,067
1835
$382K ﹤0.01%
10,255
+133
1836
$381K ﹤0.01%
4,678
+603
1837
$380K ﹤0.01%
12,209
-1,623
1838
$378K ﹤0.01%
16,573
+357
1839
$377K ﹤0.01%
4,383
+1,027
1840
$376K ﹤0.01%
4,420
-139
1841
$375K ﹤0.01%
6,389
+302
1842
$372K ﹤0.01%
16,536
+3,230
1843
$370K ﹤0.01%
2,877
+477
1844
$369K ﹤0.01%
33,017
-24,646
1845
$369K ﹤0.01%
4,048
+62
1846
$369K ﹤0.01%
4,946
+57
1847
$368K ﹤0.01%
79,115
-1,099
1848
$368K ﹤0.01%
16,438
-6,459
1849
$367K ﹤0.01%
11,788
+579
1850
$366K ﹤0.01%
7,731
+179
72 73
74
75 76