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
2051
$248K ﹤0.01%
19,786
+2,743
2052
$248K ﹤0.01%
+5,986
2053
$248K ﹤0.01%
16,712
+6,533
2054
$247K ﹤0.01%
+896
2055
$247K ﹤0.01%
14,265
-4,449
2056
$246K ﹤0.01%
4,836
-69
2057
$246K ﹤0.01%
7,286
+23
2058
$245K ﹤0.01%
8,454
+209
2059
$243K ﹤0.01%
+27,384
2060
$242K ﹤0.01%
8,277
+1,337
2061
$242K ﹤0.01%
+10,573
2062
$242K ﹤0.01%
491
+54
2063
$241K ﹤0.01%
3,730
2064
$241K ﹤0.01%
7,949
+414
2065
$240K ﹤0.01%
6,179
+671
2066
$240K ﹤0.01%
16,180
+5,090
2067
$240K ﹤0.01%
10,001
+456
2068
$239K ﹤0.01%
4,841
-910
2069
$239K ﹤0.01%
+8,864
2070
$238K ﹤0.01%
11,647
-133
2071
$238K ﹤0.01%
17,067
-773
2072
$238K ﹤0.01%
2,601
+229
2073
$236K ﹤0.01%
+2,506
2074
$236K ﹤0.01%
109,721
-33,756
2075
$235K ﹤0.01%
13,095
+1,507
81 82
83
84 85