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
376
$8.15M 0.06%
320,631
-26,575
377
$8.09M 0.06%
154,143
+18,413
378
$8.05M 0.06%
95,020
+594
379
$8.04M 0.06%
107,477
+10,846
380
$7.99M 0.06%
224,611
-5,783
381
$7.96M 0.06%
207,594
+14,560
382
$7.96M 0.06%
168,449
+85
383
$7.96M 0.06%
179,645
+19,929
384
$7.93M 0.06%
803,806
+30,238
385
$7.91M 0.06%
72,054
+3,842
386
$7.91M 0.06%
78,753
+2,409
387
$7.86M 0.06%
148,855
+3,103
388
$7.84M 0.06%
276,088
+51,066
389
$7.83M 0.06%
192,782
+33,156
390
$7.8M 0.06%
148,625
+30,453
391
$7.79M 0.06%
161,840
+745
392
$7.79M 0.06%
418,405
-116,946
393
$7.76M 0.06%
162,390
+7,174
394
$7.75M 0.06%
497,348
-54,514
395
$7.74M 0.06%
268,217
-43,904
396
$7.74M 0.06%
150,580
+17,310
397
$7.71M 0.06%
91,072
+8,089
398
$7.69M 0.06%
124,602
+10,960
399
$7.69M 0.06%
43,523
+9,552
400
$7.69M 0.06%
195,716
+14,029
14 15
16
17 18