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
326
$9.79M 0.07%
205,940
-960
327
$9.6M 0.07%
426,369
+5,490
328
$9.59M 0.07%
311,995
+26,812
329
$9.58M 0.07%
229,306
+133,093
330
$9.57M 0.07%
52,578
+15,223
331
$9.47M 0.07%
237,365
+56,468
332
$9.45M 0.07%
1,598,224
+18,343
333
$9.39M 0.07%
147,000
+2,874
334
$9.37M 0.07%
137,983
+16,570
335
$9.37M 0.07%
51,333
-277
336
$9.3M 0.07%
115,246
-14,544
337
$9.25M 0.07%
177,940
+20,023
338
$9.22M 0.07%
96,433
-22,493
339
$9.15M 0.07%
83,545
+5,137
340
$9.13M 0.07%
227,310
+13,647
341
$9.02M 0.07%
295,300
+19,615
342
$8.96M 0.06%
419,217
+6,275
343
$8.92M 0.06%
681,652
+84,205
344
$8.89M 0.06%
257,289
-1,683
345
$8.87M 0.06%
277,602
+11,592
346
$8.86M 0.06%
103,700
+7,500
347
$8.84M 0.06%
39,422
+2,894
348
$8.84M 0.06%
1,526,455
+253,023
349
$8.82M 0.06%
179,652
-5,315
350
$8.78M 0.06%
1,944,407
+231,621
12 13
14
15 16