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
251
$13.3M 0.1%
197,945
+59,279
252
$13.3M 0.1%
266,578
+560
253
$13.3M 0.1%
267,604
+2,376
254
$13.1M 0.09%
393,541
+16,345
255
$13.1M 0.09%
278,452
+19,664
256
$13M 0.09%
258,430
+26,080
257
$13M 0.09%
125,366
-1,901
258
$12.9M 0.09%
300,613
+34,945
259
$12.7M 0.09%
103,567
+4,304
260
$12.7M 0.09%
268,740
+59,280
261
$12.6M 0.09%
100,420
+10,362
262
$12.6M 0.09%
284,095
+19,267
263
$12.4M 0.09%
218,996
+19,910
264
$12.3M 0.09%
232,903
+41,753
265
$12.3M 0.09%
360,150
-19,329
266
$12.3M 0.09%
69,594
+2,018
267
$12.2M 0.09%
311,106
+26,836
268
$12.1M 0.09%
349,594
-25,805
269
$12.1M 0.09%
1,473,753
+152,855
270
$12M 0.09%
141,166
-1,400
271
$12M 0.09%
187,637
+3,683
272
$12M 0.09%
1,619,947
+214,275
273
$11.9M 0.09%
75,308
+42,512
274
$11.9M 0.09%
233,218
-1,134
275
$11.9M 0.09%
147,307
+21,114
9 10
11
12 13