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
1951
$292K ﹤0.01%
20,099
-1,061
1952
$291K ﹤0.01%
15,021
-1,220
1953
$291K ﹤0.01%
13,154
+44
1954
$291K ﹤0.01%
7,956
+835
1955
$290K ﹤0.01%
13,412
+727
1956
$289K ﹤0.01%
15,004
+1,334
1957
$289K ﹤0.01%
8,258
-572
1958
$288K ﹤0.01%
+7,964
1959
$288K ﹤0.01%
19,962
+6,879
1960
$288K ﹤0.01%
31,138
+17,414
1961
$287K ﹤0.01%
+24,431
1962
$286K ﹤0.01%
5,880
-313
1963
$286K ﹤0.01%
13,188
+514
1964
$285K ﹤0.01%
5,758
-53
1965
$285K ﹤0.01%
+4,133
1966
$285K ﹤0.01%
13,674
-331
1967
$285K ﹤0.01%
111
-4
1968
$285K ﹤0.01%
22,293
+1,500
1969
$284K ﹤0.01%
3,336
1970
$284K ﹤0.01%
7,647
-3,514
1971
$284K ﹤0.01%
2,911
1972
$284K ﹤0.01%
89,990
+7,558
1973
$283K ﹤0.01%
4,814
+466
1974
$283K ﹤0.01%
+7,842
1975
$283K ﹤0.01%
10,992
+1,279
77 78
79
80 81