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
426
$4.92M 0.05%
142,674
-1,341
427
$4.9M 0.05%
108,999
+31,385
428
$4.87M 0.05%
39,100
+6,715
429
$4.83M 0.05%
53,543
+3,682
430
$4.73M 0.05%
80,329
+7,777
431
$4.69M 0.05%
70,467
+8,479
432
$4.64M 0.05%
120,565
-6,542
433
$4.64M 0.05%
104,009
+15,844
434
$4.63M 0.05%
124,517
+7,979
435
$4.63M 0.05%
85,923
+1,962
436
$4.62M 0.05%
65,666
+18,917
437
$4.62M 0.05%
100,068
+2,778
438
$4.62M 0.05%
85,587
+11,034
439
$4.61M 0.05%
113,431
+1,864
440
$4.6M 0.05%
32,418
+4,408
441
$4.6M 0.05%
28,773
+4,653
442
$4.58M 0.05%
348,581
+12,612
443
$4.54M 0.05%
80,125
+6,185
444
$4.54M 0.05%
57,566
+7,370
445
$4.52M 0.05%
35,268
-76
446
$4.51M 0.05%
87,981
+5,252
447
$4.51M 0.05%
656,284
+203,974
448
$4.51M 0.05%
76,035
+6,275
449
$4.5M 0.05%
122,519
-14,088
450
$4.46M 0.05%
50,170
-7,309
16 17
18
19 20