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
2201
$113K ﹤0.01%
12,392
+137
2202
$110K ﹤0.01%
+12,900
2203
$107K ﹤0.01%
+10,287
2204
$107K ﹤0.01%
18,674
+445
2205
$105K ﹤0.01%
517
-80
2206
$104K ﹤0.01%
+13,823
2207
$104K ﹤0.01%
17,689
+4,834
2208
$100K ﹤0.01%
+10,445
2209
$99K ﹤0.01%
1,131
-1,208
2210
$99K ﹤0.01%
16,653
+584
2211
$99K ﹤0.01%
1,859
+722
2212
$99K ﹤0.01%
19,221
+2,336
2213
$93K ﹤0.01%
1,630
-1,185
2214
$93K ﹤0.01%
14,674
-4,274
2215
$89K ﹤0.01%
37,774
-62,999
2216
$86K ﹤0.01%
12,733
-3,619
2217
$76K ﹤0.01%
1,256
+117
2218
$75K ﹤0.01%
28,345
-14,051
2219
$74K ﹤0.01%
885
+20
2220
$69K ﹤0.01%
+1,476
2221
$69K ﹤0.01%
19,297
-1,126
2222
$62K ﹤0.01%
+223
2223
$59K ﹤0.01%
8,183
+4,738
2224
$59K ﹤0.01%
2,127
-1,362
2225
$57K ﹤0.01%
1,153
87 88
89
90 91