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
276
$8.72M 0.09%
210,580
+9,504
277
$8.72M 0.09%
124,459
-9,855
278
$8.69M 0.09%
260,815
+15,347
279
$8.68M 0.09%
149,883
-18,423
280
$8.55M 0.09%
1,574,930
+40,162
281
$8.51M 0.09%
133,861
+18,010
282
$8.51M 0.09%
101,738
+7,663
283
$8.46M 0.09%
108,816
+2,109
284
$8.33M 0.09%
295,618
+5,442
285
$8.33M 0.09%
464,895
+16,611
286
$8.24M 0.09%
191,463
+16,519
287
$8.2M 0.08%
167,012
+4,567
288
$8.19M 0.08%
201,782
+8,354
289
$8.14M 0.08%
201,987
+15,361
290
$8.04M 0.08%
162,460
+4,140
291
$8.01M 0.08%
723,970
+57,240
292
$8M 0.08%
297,119
-51,259
293
$7.98M 0.08%
117,600
+21,690
294
$7.98M 0.08%
114,829
-65
295
$7.91M 0.08%
120,418
+7,085
296
$7.89M 0.08%
147,867
+8,469
297
$7.88M 0.08%
174,971
+9,167
298
$7.82M 0.08%
323,617
-25,999
299
$7.81M 0.08%
121,692
+9,841
300
$7.75M 0.08%
117,992
+5,968
10 11
12
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