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
451
$6.58M 0.05%
110,776
-2,358
452
$6.55M 0.05%
119,775
-21,862
453
$6.52M 0.05%
46,202
-259
454
$6.49M 0.05%
175,125
+16,389
455
$6.48M 0.05%
76,520
+824
456
$6.43M 0.05%
591,996
-36,602
457
$6.39M 0.05%
547,150
+58,133
458
$6.37M 0.05%
107,491
+3,148
459
$6.36M 0.05%
157,838
+15,735
460
$6.35M 0.05%
163,789
+4,525
461
$6.33M 0.05%
376,523
-45,974
462
$6.31M 0.05%
200,288
+8,675
463
$6.3M 0.05%
21,790
+1,288
464
$6.25M 0.05%
543,146
+4,489
465
$6.24M 0.05%
400,541
+1,834
466
$6.23M 0.05%
181,544
+5,498
467
$6.21M 0.04%
389,961
-27,571
468
$6.2M 0.04%
214,273
+17,043
469
$6.19M 0.04%
73,366
+9,792
470
$6.18M 0.04%
256,223
+6,316
471
$6.16M 0.04%
245,353
+21,907
472
$6.14M 0.04%
220,898
+17,961
473
$6.09M 0.04%
141,199
+10,273
474
$6.09M 0.04%
217,511
+8,149
475
$6.08M 0.04%
127,360
-16,561
17 18
19
20 21