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
1976
$283K ﹤0.01%
11,223
+550
1977
$283K ﹤0.01%
4,771
-2
1978
$283K ﹤0.01%
27,440
+14,878
1979
$283K ﹤0.01%
5,110
-119
1980
$281K ﹤0.01%
13,828
-575
1981
$280K ﹤0.01%
+3,165
1982
$280K ﹤0.01%
5,208
-317
1983
$279K ﹤0.01%
6,621
+631
1984
$279K ﹤0.01%
7,964
+861
1985
$279K ﹤0.01%
8,505
-180
1986
$278K ﹤0.01%
2,732
+54
1987
$278K ﹤0.01%
35,977
+4,908
1988
$277K ﹤0.01%
8,999
+75
1989
$276K ﹤0.01%
14,513
-2,266
1990
$275K ﹤0.01%
6,868
+209
1991
$275K ﹤0.01%
8,215
+135
1992
$275K ﹤0.01%
15,521
-4,131
1993
$274K ﹤0.01%
12,683
-2,107
1994
$274K ﹤0.01%
9,415
+29
1995
$273K ﹤0.01%
91,099
+72,373
1996
$273K ﹤0.01%
3,175
+336
1997
$273K ﹤0.01%
11,914
+515
1998
$273K ﹤0.01%
3,519
-451
1999
$272K ﹤0.01%
10,459
+2,166
2000
$272K ﹤0.01%
7,173
-572
78 79
80
81 82