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
2126
$212K ﹤0.01%
15,261
-580
2127
$211K ﹤0.01%
3,284
+806
2128
$210K ﹤0.01%
5,294
-681
2129
$210K ﹤0.01%
10,504
+106
2130
$209K ﹤0.01%
13,480
+1,482
2131
$209K ﹤0.01%
9,791
-297
2132
$209K ﹤0.01%
20,267
-3,687
2133
$208K ﹤0.01%
+4,929
2134
$207K ﹤0.01%
8,201
-1,591
2135
$204K ﹤0.01%
+6,323
2136
$204K ﹤0.01%
3,972
+898
2137
$203K ﹤0.01%
672
-13
2138
$203K ﹤0.01%
18,786
+4,298
2139
$203K ﹤0.01%
+7,391
2140
$203K ﹤0.01%
+5,588
2141
$202K ﹤0.01%
+8,375
2142
$201K ﹤0.01%
+2,499
2143
$200K ﹤0.01%
50,848
-81
2144
$199K ﹤0.01%
29,584
+2,377
2145
$198K ﹤0.01%
7,323
+631
2146
$197K ﹤0.01%
10,653
-716
2147
$196K ﹤0.01%
+30,177
2148
$189K ﹤0.01%
+16,366
2149
$188K ﹤0.01%
3,318
-123
2150
$188K ﹤0.01%
30,597
+1,678
84 85
86
87 88