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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.9M 0.05%
+209,689
452
$1.9M 0.05%
+165,548
453
$1.89M 0.05%
+22,434
454
$1.88M 0.04%
+43,382
455
$1.88M 0.04%
+145,700
456
$1.88M 0.04%
+45,356
457
$1.87M 0.04%
+155,918
458
$1.86M 0.04%
+36,924
459
$1.86M 0.04%
+86,727
460
$1.86M 0.04%
+32,049
461
$1.85M 0.04%
+73,963
462
$1.83M 0.04%
+64,647
463
$1.83M 0.04%
+49,286
464
$1.81M 0.04%
+83,392
465
$1.81M 0.04%
+117,943
466
$1.81M 0.04%
+80,230
467
$1.8M 0.04%
+46,950
468
$1.8M 0.04%
+31,572
469
$1.8M 0.04%
+49,590
470
$1.79M 0.04%
+66,995
471
$1.79M 0.04%
+48,515
472
$1.79M 0.04%
+120,199
473
$1.78M 0.04%
+31,995
474
$1.77M 0.04%
+94,484
475
$1.76M 0.04%
+93,762
17 18
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