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
351
$6.15M 0.06%
88,796
+7,797
352
$6.15M 0.06%
59,141
+7,929
353
$6.11M 0.06%
27,928
+5,019
354
$6.1M 0.06%
107,288
-1,444
355
$6.1M 0.06%
164,389
+818
356
$6.07M 0.06%
125,620
+6,912
357
$6.06M 0.06%
135,535
+10,710
358
$6.06M 0.06%
26,005
+3,413
359
$6.04M 0.06%
100,835
+1,347
360
$6.02M 0.06%
160,613
+1,296
361
$6.01M 0.06%
369,471
+5,712
362
$6M 0.06%
118,456
+4,804
363
$6M 0.06%
34,764
+3,847
364
$6M 0.06%
217,852
+1,477
365
$5.95M 0.06%
147,092
+12,652
366
$5.95M 0.06%
103,211
-7,431
367
$5.94M 0.06%
735,953
+31,599
368
$5.93M 0.06%
79,649
+2,720
369
$5.84M 0.06%
79,869
+12,852
370
$5.83M 0.06%
27,442
+3,422
371
$5.81M 0.06%
501,033
-23,544
372
$5.79M 0.06%
79,410
+7,389
373
$5.79M 0.06%
371,577
+73,722
374
$5.76M 0.06%
350,860
-64,401
375
$5.73M 0.06%
81,629
+3,968
13 14
15
16 17