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
$13.8B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,126
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$16.7M
3
+$16.1M
4
TMO icon
Thermo Fisher Scientific
TMO
+$15M
5
JNJ icon
Johnson & Johnson
JNJ
+$14.7M

Top Sells

1
+$26.9M
2
+$14.8M
3
+$10.2M
4
BMY icon
Bristol-Myers Squibb
BMY
+$7.13M
5
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$6.4M

Sector Composition

1 Financials 16.84%
2 Technology 14.99%
3 Healthcare 13.94%
4 Consumer Staples 9.08%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.9M 0.11%
227,415
-8,589
227
$14.8M 0.11%
106,494
+4,655
228
$14.8M 0.11%
818,940
-97,844
229
$14.8M 0.11%
232,838
+13,986
230
$14.7M 0.11%
306,253
-10,003
231
$14.7M 0.11%
210,457
+3,128
232
$14.5M 0.1%
754,710
-1,219
233
$14.4M 0.1%
303,276
+83,999
234
$14.4M 0.1%
1,412,253
+87,504
235
$14.2M 0.1%
115,960
+820
236
$14.2M 0.1%
363,183
+117,889
237
$14.1M 0.1%
125,404
-5,806
238
$14.1M 0.1%
165,622
+6,461
239
$14M 0.1%
428,578
+27,537
240
$14M 0.1%
576,506
-121,774
241
$13.9M 0.1%
308,792
+12,380
242
$13.8M 0.1%
459,192
+30,704
243
$13.7M 0.1%
736,140
+32,370
244
$13.6M 0.1%
253,888
+24,557
245
$13.6M 0.1%
284,639
-29,871
246
$13.6M 0.1%
457,161
+41,614
247
$13.6M 0.1%
573,164
+3,491
248
$13.4M 0.1%
179,253
+6,030
249
$13.4M 0.1%
166,518
+16,290
250
$13.4M 0.1%
199,094
+6,276
8 9
10
11 12