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
251
$9.43M 0.1%
261,267
-13,444
252
$9.39M 0.1%
46,962
+7,569
253
$9.38M 0.1%
145,110
+5,337
254
$9.34M 0.1%
199,233
+3,614
255
$9.33M 0.1%
156,886
+21,883
256
$9.28M 0.1%
106,254
+1,382
257
$9.26M 0.1%
148,598
+11,488
258
$9.23M 0.1%
160,126
+14,910
259
$9.23M 0.1%
334,262
+62,959
260
$9.21M 0.1%
133,474
+23,985
261
$9.21M 0.1%
162,344
+10,043
262
$9.01M 0.09%
98,262
+10,152
263
$8.95M 0.09%
17,542
+2,549
264
$8.94M 0.09%
159,408
+4,998
265
$8.92M 0.09%
317,267
+29,308
266
$8.91M 0.09%
598,115
+93,125
267
$8.89M 0.09%
111,724
+9,898
268
$8.89M 0.09%
184,310
+21,276
269
$8.84M 0.09%
428,475
+12,753
270
$8.83M 0.09%
3,935,472
+468,555
271
$8.82M 0.09%
148,953
+13,422
272
$8.81M 0.09%
171,823
+13,119
273
$8.77M 0.09%
210,994
+18,355
274
$8.75M 0.09%
94,000
+13,074
275
$8.74M 0.09%
205,580
+24,810
9 10
11
12 13