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
1926
$311K ﹤0.01%
23,090
+2,920
1927
$310K ﹤0.01%
6,709
+482
1928
$307K ﹤0.01%
12,086
-1,827
1929
$306K ﹤0.01%
47,431
+14,806
1930
$306K ﹤0.01%
13,422
+9,541
1931
$306K ﹤0.01%
1,512
+385
1932
$305K ﹤0.01%
14,262
-4,103
1933
$305K ﹤0.01%
16,718
+2,771
1934
$305K ﹤0.01%
12,019
+2,108
1935
$304K ﹤0.01%
4,056
-17
1936
$304K ﹤0.01%
8,294
+974
1937
$303K ﹤0.01%
35,980
+619
1938
$303K ﹤0.01%
5,163
+97
1939
$303K ﹤0.01%
+5,132
1940
$302K ﹤0.01%
5,900
+201
1941
$301K ﹤0.01%
17,940
+1,004
1942
$300K ﹤0.01%
23,726
+6,601
1943
$299K ﹤0.01%
30,129
-3,420
1944
$298K ﹤0.01%
5,776
+2,176
1945
$297K ﹤0.01%
956
+277
1946
$296K ﹤0.01%
6,305
+321
1947
$296K ﹤0.01%
3,302
+421
1948
$295K ﹤0.01%
13,068
-1,222
1949
$294K ﹤0.01%
32,499
+18,108
1950
$293K ﹤0.01%
22,725
+118
76 77
78
79 80