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
2176
$147K ﹤0.01%
15,801
+1,221
2177
$146K ﹤0.01%
11,032
+302
2178
$145K ﹤0.01%
+12,036
2179
$145K ﹤0.01%
23,298
+6,847
2180
$143K ﹤0.01%
5,766
+3,158
2181
$143K ﹤0.01%
+16,571
2182
$143K ﹤0.01%
11,747
2183
$142K ﹤0.01%
1,391
-6
2184
$142K ﹤0.01%
6,856
-2,418
2185
$142K ﹤0.01%
11,695
2186
$139K ﹤0.01%
+16,930
2187
$139K ﹤0.01%
24,138
-10,651
2188
$139K ﹤0.01%
11,766
-12,300
2189
$138K ﹤0.01%
14,845
-671
2190
$137K ﹤0.01%
15,907
-1,734
2191
$132K ﹤0.01%
13,160
-752
2192
$131K ﹤0.01%
70,286
+1,383
2193
$131K ﹤0.01%
3,337
+1,525
2194
$127K ﹤0.01%
10,109
-756
2195
$127K ﹤0.01%
+12,893
2196
$123K ﹤0.01%
16,598
-1,118
2197
$120K ﹤0.01%
28,012
+253
2198
$119K ﹤0.01%
24,817
-7,978
2199
$118K ﹤0.01%
27,697
-83,606
2200
$115K ﹤0.01%
23,838
-712
86 87
88
89 90