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
401
$5.31M 0.05%
47,912
+14,617
402
$5.31M 0.05%
156,021
+18,433
403
$5.3M 0.05%
114,260
+10,747
404
$5.28M 0.05%
124,289
-1,609
405
$5.28M 0.05%
131,048
-4,761
406
$5.25M 0.05%
502,408
-126,913
407
$5.23M 0.05%
45,080
+3,956
408
$5.19M 0.05%
107,690
+12,304
409
$5.18M 0.05%
330,008
+80,032
410
$5.15M 0.05%
54,289
+7,117
411
$5.15M 0.05%
55,722
+3,622
412
$5.12M 0.05%
64,861
+9,443
413
$5.12M 0.05%
60,160
+8,538
414
$5.11M 0.05%
104,170
-9,025
415
$5.1M 0.05%
269,181
+3,011
416
$5.1M 0.05%
208,416
+5,186
417
$5.08M 0.05%
36,621
+1,735
418
$5.06M 0.05%
29,262
+3,582
419
$5.06M 0.05%
2,469,715
+536,974
420
$5.05M 0.05%
41,750
+2,291
421
$5.04M 0.05%
171,151
+2,563
422
$5.04M 0.05%
479,642
+97,058
423
$5.03M 0.05%
26,324
+3,303
424
$4.92M 0.05%
153,037
-2,262
425
$4.92M 0.05%
519,261
+20,991
15 16
17
18 19