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
2076
$234K ﹤0.01%
9,717
+1,265
2077
$234K ﹤0.01%
+5,207
2078
$232K ﹤0.01%
+8,153
2079
$232K ﹤0.01%
14,701
+3,191
2080
$232K ﹤0.01%
13,606
+903
2081
$232K ﹤0.01%
7,375
-707
2082
$232K ﹤0.01%
4,770
+356
2083
$231K ﹤0.01%
+10,038
2084
$231K ﹤0.01%
+11,355
2085
$230K ﹤0.01%
11,850
-292
2086
$230K ﹤0.01%
+9,698
2087
$230K ﹤0.01%
34,331
-9,395
2088
$229K ﹤0.01%
46,820
+1,388
2089
$229K ﹤0.01%
12,992
+1,248
2090
$228K ﹤0.01%
4,831
+225
2091
$227K ﹤0.01%
+10,730
2092
$227K ﹤0.01%
15,343
-3,197
2093
$227K ﹤0.01%
5,810
-190
2094
$227K ﹤0.01%
19,184
-232
2095
$226K ﹤0.01%
4,656
-319
2096
$226K ﹤0.01%
6,634
+662
2097
$226K ﹤0.01%
15,673
+347
2098
$226K ﹤0.01%
18,887
-4,435
2099
$226K ﹤0.01%
29,925
+15,241
2100
$224K ﹤0.01%
+7,978
82 83
84
85 86