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
201
$23.8M 0.12%
887,701
+29,729
202
$23.8M 0.12%
214,167
+10,890
203
$23.5M 0.12%
489,399
+18,846
204
$23.4M 0.12%
677,295
+27,391
205
$23.3M 0.12%
132,114
+2,140
206
$23.3M 0.12%
302,754
+7,276
207
$23M 0.12%
135,725
+9,253
208
$22.9M 0.12%
110,191
+3,020
209
$22.8M 0.12%
157,294
+9,245
210
$22.8M 0.12%
718,250
-11,956
211
$22.7M 0.12%
145,556
+2,516
212
$22.6M 0.11%
462,632
+63,594
213
$22.6M 0.11%
577,618
-24,935
214
$22.4M 0.11%
86,310
+7,020
215
$22.3M 0.11%
452,804
+28,934
216
$22.2M 0.11%
285,237
+8,585
217
$21.5M 0.11%
673,439
+85,950
218
$21.5M 0.11%
634,261
-101,886
219
$21.2M 0.11%
142,554
+4,522
220
$21.2M 0.11%
400,583
+22,372
221
$21M 0.11%
1,461,723
+331,629
222
$20.8M 0.11%
322,678
+19,911
223
$20.8M 0.11%
282,355
+21,928
224
$20.8M 0.11%
418,046
+34,069
225
$20.7M 0.11%
365,310
+10,461
7 8
9
10 11