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
2151
$187K ﹤0.01%
879
-67
2152
$183K ﹤0.01%
11,416
-5,781
2153
$181K ﹤0.01%
12,128
+592
2154
$180K ﹤0.01%
19,111
-4,920
2155
$178K ﹤0.01%
12,560
+717
2156
$176K ﹤0.01%
11,972
-2,033
2157
$175K ﹤0.01%
23,952
-4,429
2158
$174K ﹤0.01%
20,402
+9,522
2159
$174K ﹤0.01%
17,286
-30,859
2160
$173K ﹤0.01%
10,200
+3,751
2161
$173K ﹤0.01%
+14,315
2162
$171K ﹤0.01%
25,778
-11,554
2163
$170K ﹤0.01%
22,790
+6,280
2164
$169K ﹤0.01%
12,162
+236
2165
$169K ﹤0.01%
13,441
+838
2166
$168K ﹤0.01%
+15,662
2167
$163K ﹤0.01%
40,590
+6,746
2168
$161K ﹤0.01%
1,940
+228
2169
$160K ﹤0.01%
27,677
+10,070
2170
$157K ﹤0.01%
+10,147
2171
$156K ﹤0.01%
+15,998
2172
$153K ﹤0.01%
+25,850
2173
$151K ﹤0.01%
+10,731
2174
$150K ﹤0.01%
+1,008
2175
$149K ﹤0.01%
+10,175
85 86
87
88 89