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
1851
$366K ﹤0.01%
21,782
+2,969
1852
$363K ﹤0.01%
18,056
-281
1853
$362K ﹤0.01%
110,036
-182
1854
$362K ﹤0.01%
23,836
-742
1855
$360K ﹤0.01%
7,111
+183
1856
$360K ﹤0.01%
13,858
+402
1857
$359K ﹤0.01%
47,925
+2,937
1858
$359K ﹤0.01%
11,959
-881
1859
$359K ﹤0.01%
+11,527
1860
$359K ﹤0.01%
19,151
-990
1861
$358K ﹤0.01%
6,373
+2,133
1862
$357K ﹤0.01%
29,234
+542
1863
$356K ﹤0.01%
10,360
-220
1864
$355K ﹤0.01%
5,398
1865
$355K ﹤0.01%
1,842
+40
1866
$353K ﹤0.01%
24,852
+4,808
1867
$353K ﹤0.01%
26,547
-3,905
1868
$351K ﹤0.01%
12,750
+328
1869
$351K ﹤0.01%
17,347
+1,729
1870
$350K ﹤0.01%
9,077
-3,272
1871
$350K ﹤0.01%
6,946
-495
1872
$349K ﹤0.01%
13,985
+2,739
1873
$347K ﹤0.01%
4,510
+235
1874
$346K ﹤0.01%
21,439
+1,907
1875
$345K ﹤0.01%
5,073
-188
73 74
75
76 77