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
2101
$224K ﹤0.01%
23,105
-15,296
2102
$224K ﹤0.01%
15,552
-2,081
2103
$223K ﹤0.01%
+9,796
2104
$223K ﹤0.01%
+38,300
2105
$223K ﹤0.01%
6,379
-1,383
2106
$223K ﹤0.01%
15,304
-8,303
2107
$222K ﹤0.01%
9,221
+116
2108
$222K ﹤0.01%
4,725
+151
2109
$220K ﹤0.01%
4,137
+158
2110
$220K ﹤0.01%
+10,347
2111
$219K ﹤0.01%
13,339
+1,158
2112
$219K ﹤0.01%
+3,936
2113
$218K ﹤0.01%
21,680
+2,897
2114
$218K ﹤0.01%
6,772
+2,834
2115
$218K ﹤0.01%
+2,608
2116
$217K ﹤0.01%
12,309
-3,966
2117
$217K ﹤0.01%
+9,062
2118
$216K ﹤0.01%
+6,946
2119
$216K ﹤0.01%
13,781
+754
2120
$216K ﹤0.01%
+7,907
2121
$215K ﹤0.01%
6,898
+42
2122
$214K ﹤0.01%
+18,563
2123
$214K ﹤0.01%
11,304
-996
2124
$213K ﹤0.01%
13,326
+2,358
2125
$213K ﹤0.01%
+7,651
83 84
85
86 87