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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.7M 0.06%
+227,796
352
$2.7M 0.06%
+244,577
353
$2.66M 0.06%
+43,539
354
$2.66M 0.06%
+18,387
355
$2.64M 0.06%
+37,241
356
$2.62M 0.06%
+60,606
357
$2.6M 0.06%
+62,797
358
$2.6M 0.06%
+38,821
359
$2.59M 0.06%
+45,981
360
$2.58M 0.06%
+57,711
361
$2.56M 0.06%
+57,226
362
$2.55M 0.06%
+171,035
363
$2.55M 0.06%
+84,139
364
$2.54M 0.06%
+47,152
365
$2.54M 0.06%
+300,999
366
$2.53M 0.06%
+63,979
367
$2.52M 0.06%
+56,167
368
$2.5M 0.06%
+113,531
369
$2.49M 0.06%
+358,375
370
$2.49M 0.06%
+88,193
371
$2.48M 0.06%
+102,015
372
$2.48M 0.06%
+184,748
373
$2.47M 0.06%
+39,129
374
$2.44M 0.06%
+23,174
375
$2.44M 0.06%
+37,151
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