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
176
$26.4M 0.13%
168,381
+7,391
177
$26.1M 0.13%
438,622
-28,995
178
$26.1M 0.13%
153,986
+7,067
179
$26.1M 0.13%
567,208
+49,465
180
$25.8M 0.13%
424,644
+22,636
181
$25.6M 0.13%
300,673
-30,474
182
$25.5M 0.13%
148,382
+33,272
183
$25.5M 0.13%
503,618
+20,226
184
$25.4M 0.13%
208,728
-389,052
185
$24.9M 0.13%
351,104
+16,837
186
$24.7M 0.13%
773,587
+23,942
187
$24.7M 0.13%
480,474
+8,319
188
$24.7M 0.13%
183,721
+8,947
189
$24.5M 0.12%
515,443
+94,957
190
$24.4M 0.12%
250,228
+10,566
191
$24.4M 0.12%
410,986
-1,105
192
$24.4M 0.12%
148,418
+13,440
193
$24.3M 0.12%
106,472
+13,370
194
$24.2M 0.12%
329,594
+75,947
195
$24.2M 0.12%
751,959
+21,777
196
$24.2M 0.12%
10,112,040
+108,441
197
$24.1M 0.12%
1,348,998
+58,766
198
$23.9M 0.12%
370,509
+36,395
199
$23.9M 0.12%
1,531,132
+31,940
200
$23.8M 0.12%
364,896
+23,933
6 7
8
9 10