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
2001
$272K ﹤0.01%
30,886
-27,525
2002
$272K ﹤0.01%
9,403
+562
2003
$270K ﹤0.01%
11,924
-2,084
2004
$270K ﹤0.01%
21,568
+731
2005
$269K ﹤0.01%
5,668
+800
2006
$269K ﹤0.01%
8,626
+768
2007
$269K ﹤0.01%
12,355
+13
2008
$268K ﹤0.01%
6,322
+163
2009
$268K ﹤0.01%
8,442
-60
2010
$268K ﹤0.01%
25,207
+3,133
2011
$267K ﹤0.01%
6,973
-129
2012
$266K ﹤0.01%
+6,195
2013
$265K ﹤0.01%
10,187
+1,617
2014
$265K ﹤0.01%
10,948
-175
2015
$265K ﹤0.01%
8,392
-46
2016
$264K ﹤0.01%
9,657
-39
2017
$264K ﹤0.01%
9,683
-1,066
2018
$263K ﹤0.01%
13,080
+493
2019
$263K ﹤0.01%
8,911
-819
2020
$262K ﹤0.01%
9,383
2021
$262K ﹤0.01%
28,213
+4,470
2022
$261K ﹤0.01%
+27,555
2023
$261K ﹤0.01%
12,937
-558
2024
$261K ﹤0.01%
+6,515
2025
$261K ﹤0.01%
+9,526
79 80
81
82 83