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
276
$3.48M 0.08%
+102,965
277
$3.47M 0.08%
+83,242
278
$3.46M 0.08%
+56,642
279
$3.45M 0.08%
+456,400
280
$3.4M 0.08%
+52,585
281
$3.4M 0.08%
+542,317
282
$3.39M 0.08%
+96,405
283
$3.38M 0.08%
+57,950
284
$3.38M 0.08%
+85,174
285
$3.37M 0.08%
+52,580
286
$3.33M 0.08%
+94,706
287
$3.33M 0.08%
+81,328
288
$3.32M 0.08%
+213,952
289
$3.31M 0.08%
+112,091
290
$3.29M 0.08%
+75,388
291
$3.29M 0.08%
+63,447
292
$3.28M 0.08%
+291,848
293
$3.28M 0.08%
+62,971
294
$3.28M 0.08%
+21,381
295
$3.27M 0.08%
+806,740
296
$3.27M 0.08%
+1,404,541
297
$3.27M 0.08%
+152,986
298
$3.26M 0.08%
+36,482
299
$3.25M 0.08%
+85,181
300
$3.22M 0.08%
+63,222