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
$33.8B
AUM Growth
+$4.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,483
New
Increased
Reduced
Closed

Top Buys

1
+$58M
2
+$52.4M
3
+$18.3M
4
MSFT icon
Microsoft
MSFT
+$17.5M
5
MS icon
Morgan Stanley
MS
+$14.2M

Top Sells

1
+$48.8M
2
+$25.6M
3
+$21.3M
4
AMZN icon
Amazon
AMZN
+$16M
5
BIIB icon
Biogen
BIIB
+$11.7M

Sector Composition

1 Technology 25.51%
2 Financials 13.6%
3 Healthcare 13.1%
4 Consumer Discretionary 11.54%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWW icon
276
W.W. Grainger
GWW
$45.7B
$23.4M 0.07%
57,209
+4,689
BSX icon
277
Boston Scientific
BSX
$147B
$23.3M 0.07%
648,532
-100,286
DAR icon
278
Darling Ingredients
DAR
$5.85B
$23.3M 0.07%
404,173
-25,110
DLR icon
279
Digital Realty Trust
DLR
$53.8B
$23.2M 0.07%
166,531
-7,248
JKHY icon
280
Jack Henry & Associates
JKHY
$12.5B
$23.1M 0.07%
142,621
-8,324
MCK icon
281
McKesson
MCK
$102B
$23M 0.07%
132,035
+5,391
RMD icon
282
ResMed
RMD
$36.6B
$22.8M 0.07%
107,421
-1,857
VEDL
283
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$22.8M 0.07%
2,593,850
-264,418
BIO icon
284
Bio-Rad Laboratories Class A
BIO
$8.59B
$22.6M 0.07%
38,854
+431
CM icon
285
Canadian Imperial Bank of Commerce
CM
$80.5B
$22.5M 0.07%
527,498
+5,930
ODFL icon
286
Old Dominion Freight Line
ODFL
$29.6B
$22.5M 0.07%
230,494
-10,070
LHX icon
287
L3Harris
LHX
$51.2B
$22.5M 0.07%
118,799
-7,324
CFG icon
288
Citizens Financial Group
CFG
$23.5B
$22.4M 0.07%
625,184
-14,676
YUMC icon
289
Yum China
YUMC
$17.3B
$22.1M 0.07%
386,383
+35,691
LULU icon
290
lululemon athletica
LULU
$21.6B
$22M 0.07%
63,128
-1,191
ES icon
291
Eversource Energy
ES
$24.9B
$22M 0.07%
253,748
+7,680
EXC icon
292
Exelon
EXC
$45.4B
$21.9M 0.06%
728,273
+39,137
AKAM icon
293
Akamai
AKAM
$12.5B
$21.8M 0.06%
207,647
-34,382
WST icon
294
West Pharmaceutical
WST
$19.6B
$21.8M 0.06%
76,873
+7,939
MUFG icon
295
Mitsubishi UFJ Financial
MUFG
$187B
$21.6M 0.06%
4,880,270
-157,446
EDU icon
296
New Oriental
EDU
$8.41B
$21.6M 0.06%
116,218
+8,528
CMG icon
297
Chipotle Mexican Grill
CMG
$45.1B
$21.4M 0.06%
773,100
+33,900
ED icon
298
Consolidated Edison
ED
$35B
$21.2M 0.06%
293,789
-16,763
VRSK icon
299
Verisk Analytics
VRSK
$31.3B
$21.2M 0.06%
102,073
+8,649
SBAC icon
300
SBA Communications
SBAC
$19.9B
$21.2M 0.06%
75,103
-1,811
10 11
12
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