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
301
$10.6M 0.08%
57,228
+4,102
302
$10.6M 0.08%
137,046
-27,829
303
$10.6M 0.08%
268,688
-16,938
304
$10.6M 0.08%
200,715
+24,676
305
$10.5M 0.08%
269,758
-15,985
306
$10.4M 0.08%
435,421
+31,151
307
$10.3M 0.07%
227,635
+16,622
308
$10.3M 0.07%
116,483
+2,711
309
$10.3M 0.07%
452,870
+41,422
310
$10.3M 0.07%
249,786
+3,369
311
$10.3M 0.07%
1,755,658
+372,048
312
$10.2M 0.07%
131,272
+19,715
313
$10.2M 0.07%
150,189
+29,865
314
$10.1M 0.07%
744,803
-107,339
315
$10.1M 0.07%
236,640
-6,721
316
$10.1M 0.07%
231,350
+3,380
317
$10.1M 0.07%
25,179
+1,566
318
$10.1M 0.07%
92,814
+4,947
319
$10M 0.07%
2,139,243
-15,592
320
$10M 0.07%
167,558
-4,978
321
$9.94M 0.07%
2,959,200
+479,431
322
$9.92M 0.07%
192,499
+11,005
323
$9.87M 0.07%
27,401
+1,426
324
$9.87M 0.07%
128,068
+9,162
325
$9.85M 0.07%
548,280
-19,100
11 12
13
14 15