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
1876
$345K ﹤0.01%
4,980
+335
1877
$345K ﹤0.01%
141,249
+6,243
1878
$344K ﹤0.01%
6,763
+457
1879
$342K ﹤0.01%
1,006
+183
1880
$342K ﹤0.01%
5,721
+504
1881
$342K ﹤0.01%
7,326
+1,005
1882
$341K ﹤0.01%
6,448
-114
1883
$341K ﹤0.01%
27,005
-1,513
1884
$341K ﹤0.01%
6,884
+1,038
1885
$340K ﹤0.01%
10,386
1886
$339K ﹤0.01%
6,352
+1,525
1887
$337K ﹤0.01%
16,230
+861
1888
$337K ﹤0.01%
17,474
-4,729
1889
$335K ﹤0.01%
15,354
+486
1890
$335K ﹤0.01%
19,667
-4,190
1891
$335K ﹤0.01%
6,054
+299
1892
$335K ﹤0.01%
10,959
+647
1893
$334K ﹤0.01%
12,725
+2,909
1894
$334K ﹤0.01%
9,953
+65
1895
$334K ﹤0.01%
7,215
+136
1896
$334K ﹤0.01%
8,176
+657
1897
$333K ﹤0.01%
10,666
+327
1898
$331K ﹤0.01%
15,360
-1,200
1899
$330K ﹤0.01%
31,404
+15,901
1900
$330K ﹤0.01%
29,764
-5,731
74 75
76
77 78