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
401
$7.67M 0.06%
148,940
+49,824
402
$7.67M 0.06%
96,189
+2,505
403
$7.65M 0.06%
108,570
+52,369
404
$7.59M 0.05%
114,071
-16,790
405
$7.51M 0.05%
590,551
+20,789
406
$7.45M 0.05%
80,716
+1,352
407
$7.42M 0.05%
115,415
+23,571
408
$7.42M 0.05%
201,808
+21,324
409
$7.37M 0.05%
8,883
+2,134
410
$7.35M 0.05%
76,688
-2,595
411
$7.32M 0.05%
100,849
-6,468
412
$7.32M 0.05%
207,392
+9,431
413
$7.31M 0.05%
154,457
+584
414
$7.28M 0.05%
122,431
+6,009
415
$7.28M 0.05%
448,632
+35,516
416
$7.27M 0.05%
140,073
+14,200
417
$7.24M 0.05%
117,146
+10,300
418
$7.22M 0.05%
777,590
-6,255
419
$7.21M 0.05%
163,572
+23,298
420
$7.2M 0.05%
53,099
+1,089
421
$7.19M 0.05%
590,605
+83,669
422
$7.17M 0.05%
132,318
+7,712
423
$7.15M 0.05%
101,239
+9,015
424
$7.14M 0.05%
843,350
+213,350
425
$7.14M 0.05%
870,734
-226,400
15 16
17
18 19