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
326
$6.73M 0.07%
77,644
+10,804
327
$6.71M 0.07%
73,942
+12,153
328
$6.7M 0.07%
53,648
+4,180
329
$6.68M 0.07%
358,597
+84,109
330
$6.65M 0.07%
129,737
+8,916
331
$6.65M 0.07%
77,589
+4,327
332
$6.64M 0.07%
334,627
+17,748
333
$6.62M 0.07%
61,291
+4,343
334
$6.61M 0.07%
152,219
+10,062
335
$6.57M 0.07%
124,052
+8,447
336
$6.56M 0.07%
221,889
+149,373
337
$6.53M 0.07%
168,178
+17,819
338
$6.52M 0.07%
125,355
+9,271
339
$6.5M 0.07%
158,052
+884
340
$6.48M 0.07%
205,677
+6,945
341
$6.46M 0.07%
582,087
-78,916
342
$6.41M 0.07%
27,098
+1,027
343
$6.41M 0.07%
996,248
+305,759
344
$6.38M 0.07%
356,566
+72,279
345
$6.32M 0.07%
91,539
+8,859
346
$6.31M 0.07%
497,867
+59,067
347
$6.3M 0.07%
59,848
+5,559
348
$6.22M 0.06%
126,179
+22,900
349
$6.2M 0.06%
100,348
+7,342
350
$6.16M 0.06%
331,269
+103,236
12 13
14
15 16