AG
Aperio Group Portfolio holdings
AUM
$33.8B
1-Year Est. Return
31.39%
1 Year Est. Return
+31.39%
AUM
$33.8B
AUM Growth
+$4.19B
(+14%)
Holding
2,483
Top Buys
| 1 | +$58M | |
| 2 | +$52.4M | |
| 3 | +$18.3M | |
| 4 |
Microsoft
MSFT
|
+$17.5M |
| 5 |
Morgan Stanley
MS
|
+$14.2M |
Top Sells
| 1 | +$48.8M | |
| 2 | +$25.6M | |
| 3 | +$21.3M | |
| 4 |
Amazon
AMZN
|
+$16M |
| 5 |
Biogen
BIIB
|
+$11.7M |
Sector Composition
| 1 | Technology | 25.51% |
| 2 | Financials | 13.6% |
| 3 | Healthcare | 13.1% |
| 4 | Consumer Discretionary | 11.54% |
| 5 | Communication Services | 9.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Logitech
LOGI
$17.2B
| $28.8M | 0.09% |
295,891
+67,637
|
|
||
227
Check Point Software Technologies
CHKP
$20.1B
| $28.7M | 0.08% |
215,796
+16,419
|
|
||
228
Public Storage
PSA
$47.9B
| $28.7M | 0.08% |
124,174
+19,306
|
|
||
229
Yum! Brands
YUM
$41B
| $28.6M | 0.08% |
263,133
+21,811
|
|
||
230
Xylem
XYL
$33.9B
| $28.5M | 0.08% |
280,387
+24,022
|
|
||
231
STMicroelectronics
STM
$21.4B
| $28.5M | 0.08% |
767,705
-12,042
|
|
||
232
Baidu
BIDU
$40.9B
| $28.3M | 0.08% |
130,881
+17,665
|
|
||
233
HSBC
HSBC
$247B
| $28.3M | 0.08% |
1,091,983
+226,372
|
|
||
234
Trane Technologies
TT
$91.2B
| $28.1M | 0.08% |
193,812
+6,233
|
|
||
235
Xcel Energy
XEL
$46.8B
| $28M | 0.08% |
420,474
-914
|
|
||
236
Best Buy
BBY
$15.7B
| $28M | 0.08% |
280,194
+347
|
|
||
237
Ameriprise Financial
AMP
$42.4B
| $27.9M | 0.08% |
143,776
+3,979
|
|
||
238
Ross Stores
ROST
$57.8B
| $27.7M | 0.08% |
225,712
-790
|
|
||
239
Aflac
AFL
$57B
| $27.7M | 0.08% |
622,898
-86,432
|
|
||
240
Zoom
ZM
$25B
| $27.7M | 0.08% |
81,989
+11,150
|
|
||
241
Philips
PHG
$26.8B
| $27.2M | 0.08% |
597,463
-28,396
|
|
||
|
ARNC
242
DELISTED
Arconic Corporation
ARNC
| $27.2M | 0.08% |
913,110
-96,531
|
|
||
243
UBS Group
UBS
$121B
| $27.1M | 0.08% |
1,914,874
+65,185
|
|
||
244
GSK
GSK
$97.4B
| $27M | 0.08% |
586,352
-124,781
|
|
||
|
XYZ
245
Block Inc
XYZ
$36.5B
| $26.9M | 0.08% |
123,429
+10,500
|
|
||
246
Parker-Hannifin
PH
$108B
| $26.8M | 0.08% |
98,484
+5,178
|
|
||
247
Wipro
WIT
$28.6B
| $26.8M | 0.08% |
9,482,826
+251,504
|
|
||
248
Mettler-Toledo International
MTD
$29.6B
| $26.7M | 0.08% |
23,440
+4,100
|
|
||
249
Bank of Montreal
BMO
$90.1B
| $26.5M | 0.08% |
348,653
+255
|
|
||
250
TAL Education Group
TAL
$6.8B
| $26.4M | 0.08% |
368,972
+704
|
|