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
301
$7.74M 0.08%
73,017
+3,003
302
$7.66M 0.08%
76,287
+3,149
303
$7.63M 0.08%
113,103
+10,659
304
$7.6M 0.08%
65,346
+7,228
305
$7.43M 0.08%
376,801
+9,663
306
$7.4M 0.08%
59,954
+7,576
307
$7.4M 0.08%
68,238
+3,007
308
$7.34M 0.08%
131,718
+8,255
309
$7.34M 0.08%
98,687
+2,711
310
$7.3M 0.08%
177,804
+6,678
311
$7.3M 0.08%
475,075
+24,693
312
$7.29M 0.08%
141,522
+16,061
313
$7.26M 0.08%
69,745
+5,142
314
$7.21M 0.07%
117,060
+15,148
315
$7.2M 0.07%
94,217
+2,747
316
$7.12M 0.07%
218,335
-7,273
317
$7.12M 0.07%
88,613
+11,436
318
$7.09M 0.07%
340,669
+34,610
319
$6.97M 0.07%
89,124
+15,539
320
$6.89M 0.07%
76,915
+1,966
321
$6.84M 0.07%
106,391
+3,381
322
$6.83M 0.07%
754,132
+148,252
323
$6.75M 0.07%
137,645
-17,994
324
$6.74M 0.07%
210,395
-8,310
325
$6.74M 0.07%
203,672
+195
11 12
13
14 15