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
351
$8.74M 0.06%
619,747
+90,410
352
$8.73M 0.06%
1,115,098
+185,608
353
$8.71M 0.06%
4,708,883
+39,978
354
$8.7M 0.06%
217,578
+16,886
355
$8.69M 0.06%
214,929
-38,759
356
$8.67M 0.06%
135,763
+2,789
357
$8.67M 0.06%
108,681
+4,852
358
$8.63M 0.06%
210,214
-4,316
359
$8.63M 0.06%
235,402
+16,845
360
$8.63M 0.06%
295,927
-85,793
361
$8.56M 0.06%
169,698
+13,783
362
$8.54M 0.06%
125,918
+6,682
363
$8.54M 0.06%
193,260
+7,732
364
$8.54M 0.06%
543,934
+6,192
365
$8.49M 0.06%
131,878
+4,141
366
$8.43M 0.06%
1,894,907
+476,253
367
$8.35M 0.06%
95,698
+14,934
368
$8.34M 0.06%
233,956
-5,576
369
$8.34M 0.06%
193,447
+40,324
370
$8.33M 0.06%
140,384
+4,493
371
$8.33M 0.06%
129,230
-1,797
372
$8.33M 0.06%
198,319
+14,118
373
$8.32M 0.06%
109,030
-3,773
374
$8.24M 0.06%
402,613
+32,105
375
$8.19M 0.06%
46,068
+7,213
13 14
15
16 17