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
1901
$328K ﹤0.01%
45,486
+3,901
1902
$327K ﹤0.01%
+6,658
1903
$327K ﹤0.01%
4,526
-126
1904
$326K ﹤0.01%
17,299
-85
1905
$325K ﹤0.01%
137,827
+2,593
1906
$325K ﹤0.01%
34,178
-4,861
1907
$325K ﹤0.01%
9,942
-1,234
1908
$324K ﹤0.01%
15,899
+3,364
1909
$322K ﹤0.01%
14,229
-1,841
1910
$322K ﹤0.01%
6,690
+597
1911
$321K ﹤0.01%
3,998
-518
1912
$320K ﹤0.01%
7,250
-106
1913
$320K ﹤0.01%
3,220
-360
1914
$318K ﹤0.01%
17,667
-4,140
1915
$317K ﹤0.01%
1,031
-4
1916
$317K ﹤0.01%
11,901
-452
1917
$316K ﹤0.01%
20,903
+7,648
1918
$315K ﹤0.01%
4,027
+492
1919
$314K ﹤0.01%
10,028
-411
1920
$314K ﹤0.01%
8,520
+232
1921
$314K ﹤0.01%
10,287
+952
1922
$313K ﹤0.01%
8,754
-600
1923
$312K ﹤0.01%
7,025
+106
1924
$312K ﹤0.01%
6,411
-1,273
1925
$311K ﹤0.01%
8,313
+770
75 76
77
78 79