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
451
$4.45M 0.05%
41,857
+5,068
452
$4.45M 0.05%
93,324
+4,265
453
$4.43M 0.05%
79,664
+2,654
454
$4.43M 0.05%
67,457
+10,263
455
$4.42M 0.05%
172,022
+41,545
456
$4.4M 0.05%
118,914
+18,602
457
$4.37M 0.05%
360,750
+22,800
458
$4.34M 0.04%
75,776
-5,047
459
$4.33M 0.04%
147,541
+7,689
460
$4.33M 0.04%
135,128
+14,637
461
$4.32M 0.04%
559,313
+204,639
462
$4.29M 0.04%
242,472
+36,335
463
$4.29M 0.04%
824,548
+732
464
$4.28M 0.04%
19,048
+4,601
465
$4.28M 0.04%
200,813
+39,446
466
$4.28M 0.04%
1,040,899
+55,591
467
$4.27M 0.04%
110,581
+9,762
468
$4.24M 0.04%
59,830
+3,543
469
$4.22M 0.04%
77,064
+13,138
470
$4.22M 0.04%
148,050
+69,621
471
$4.2M 0.04%
235,095
+41,745
472
$4.18M 0.04%
53,715
-8,037
473
$4.18M 0.04%
142,647
-1,685
474
$4.17M 0.04%
221,306
-6,803
475
$4.16M 0.04%
46,561
+1,134
17 18
19
20 21