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
376
$5.73M 0.06%
85,649
-711
377
$5.71M 0.06%
297,309
-10,621
378
$5.68M 0.06%
73,124
+9,315
379
$5.67M 0.06%
73,937
+2,547
380
$5.66M 0.06%
69,771
+5,110
381
$5.65M 0.06%
545,483
+38,129
382
$5.64M 0.06%
132,208
-3,723
383
$5.55M 0.06%
145,319
+10,323
384
$5.53M 0.06%
292,706
-59,544
385
$5.52M 0.06%
110,369
+4,019
386
$5.52M 0.06%
381,008
+53,244
387
$5.49M 0.06%
259,130
+40,223
388
$5.48M 0.06%
85,273
+4,768
389
$5.47M 0.06%
42,594
+4,052
390
$5.47M 0.06%
203,991
+12,484
391
$5.44M 0.06%
574,537
+24,334
392
$5.43M 0.06%
154,932
+4,342
393
$5.43M 0.06%
204,500
+24,667
394
$5.42M 0.06%
218,601
+23,825
395
$5.41M 0.06%
184,733
-4,153
396
$5.41M 0.06%
789,082
-101,113
397
$5.36M 0.06%
31,405
+2,428
398
$5.36M 0.06%
356,645
+31,051
399
$5.34M 0.06%
109,907
+1,259
400
$5.34M 0.06%
130,399
+917
14 15
16
17 18