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
426
$7.13M 0.05%
+279,463
427
$7.13M 0.05%
174,124
+36,694
428
$7.11M 0.05%
104,614
-11,880
429
$7.11M 0.05%
259,088
-10,376
430
$7.08M 0.05%
51,977
+4,709
431
$7.05M 0.05%
57,511
-12,679
432
$7.05M 0.05%
146,416
+7,017
433
$7.05M 0.05%
123,146
+14,866
434
$7.04M 0.05%
604,844
-245,000
435
$7.03M 0.05%
559,888
-23,355
436
$7.02M 0.05%
394,651
+25,801
437
$6.98M 0.05%
128,782
+10,340
438
$6.96M 0.05%
145,381
+7,209
439
$6.89M 0.05%
250,052
-3,650
440
$6.88M 0.05%
47,528
-1,225
441
$6.87M 0.05%
94,911
+6,537
442
$6.85M 0.05%
166,439
+12,832
443
$6.8M 0.05%
246,490
+1,726
444
$6.75M 0.05%
44,356
+5,698
445
$6.75M 0.05%
82,444
+1,845
446
$6.71M 0.05%
41,393
+3,100
447
$6.69M 0.05%
29,752
+1,499
448
$6.68M 0.05%
95,447
-14,421
449
$6.65M 0.05%
139,561
+1,392
450
$6.59M 0.05%
243,656
-6,703
16 17
18
19 20