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
$9.69B
AUM Growth
+$759M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,083
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$14.2M
3
+$12.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Top Sells

1
+$22.9M
2
+$12.6M
3
+$9.18M
4
MDT icon
Medtronic
MDT
+$7.51M
5
WMT icon
Walmart
WMT
+$5.61M

Sector Composition

1 Financials 17.71%
2 Healthcare 15.39%
3 Technology 14.43%
4 Industrials 8.61%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.8M 0.11%
172,764
+26,772
227
$10.7M 0.11%
2,468,075
+245,237
228
$10.7M 0.11%
7,973,070
+7,060,270
229
$10.5M 0.11%
257,779
-2,700
230
$10.5M 0.11%
282,258
+34,560
231
$10.3M 0.11%
681,772
+72,324
232
$10.3M 0.11%
78,418
+3,078
233
$10.3M 0.11%
103,191
+4,098
234
$10.3M 0.11%
99,051
+19,412
235
$10.2M 0.11%
151,628
+14,402
236
$10.2M 0.11%
245,370
+23,381
237
$10.2M 0.11%
106,676
+10,787
238
$10.2M 0.11%
194,797
+26,873
239
$10.1M 0.1%
541,758
+34,296
240
$10.1M 0.1%
216,205
+4,738
241
$10.1M 0.1%
52,637
+5,435
242
$9.96M 0.1%
153,123
-1,393
243
$9.91M 0.1%
75,625
+1,153
244
$9.81M 0.1%
264,709
+36,070
245
$9.68M 0.1%
174,423
+7,580
246
$9.59M 0.1%
155,382
+9,434
247
$9.55M 0.1%
634,215
+86,475
248
$9.53M 0.1%
143,439
+17,720
249
$9.49M 0.1%
1,404,527
+352,675
250
$9.47M 0.1%
52,400
+4,164
8 9
10
11 12