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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.95M 0.09%
+59,135
252
$3.92M 0.09%
+60,257
253
$3.91M 0.09%
+252,732
254
$3.9M 0.09%
+342,120
255
$3.9M 0.09%
+69,979
256
$3.87M 0.09%
+119,084
257
$3.86M 0.09%
+200,084
258
$3.84M 0.09%
+91,194
259
$3.83M 0.09%
+223,557
260
$3.81M 0.09%
+70,454
261
$3.79M 0.09%
+65,738
262
$3.76M 0.09%
+106,439
263
$3.76M 0.09%
+14,978
264
$3.71M 0.09%
+98,443
265
$3.67M 0.09%
+42,261
266
$3.6M 0.09%
+61,206
267
$3.59M 0.09%
+129,953
268
$3.58M 0.08%
+37,495
269
$3.57M 0.08%
+199,365
270
$3.56M 0.08%
+70,439
271
$3.56M 0.08%
+113,666
272
$3.56M 0.08%
+99,498
273
$3.51M 0.08%
+156,490
274
$3.5M 0.08%
+300,675
275
$3.48M 0.08%
+78,501
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