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
276
$11.8M 0.09%
737,752
+18,069
277
$11.8M 0.09%
118,138
+2,553
278
$11.8M 0.09%
219,448
+1,534
279
$11.8M 0.09%
70,579
+3,155
280
$11.7M 0.08%
213,767
-5,030
281
$11.6M 0.08%
251,579
+42,116
282
$11.6M 0.08%
154,973
+10,737
283
$11.6M 0.08%
779,460
+2,310
284
$11.5M 0.08%
931,316
+17,506
285
$11.4M 0.08%
178,035
+17,623
286
$11.4M 0.08%
117,611
+8,282
287
$11.3M 0.08%
149,356
+3,881
288
$11.3M 0.08%
859,493
+317,497
289
$11.1M 0.08%
206,395
+16,815
290
$11.1M 0.08%
+345,212
291
$11.1M 0.08%
121,150
+16,396
292
$11M 0.08%
151,329
+7,978
293
$10.9M 0.08%
258,953
+11,572
294
$10.9M 0.08%
159,381
-26,467
295
$10.9M 0.08%
298,131
+9,514
296
$10.8M 0.08%
246,982
+7,776
297
$10.8M 0.08%
86,152
+3,401
298
$10.8M 0.08%
527,939
+87,326
299
$10.7M 0.08%
282,920
+28,135
300
$10.6M 0.08%
147,374
-759
10 11
12
13 14