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
26
$21.8M 0.52%
+896,728
27
$21.5M 0.51%
+1,675,546
28
$20M 0.48%
+417,648
29
$19.5M 0.46%
+161,855
30
$19.3M 0.46%
+316,647
31
$18.4M 0.44%
+1,321,960
32
$18.2M 0.43%
+198,840
33
$18.1M 0.43%
+308,821
34
$18M 0.43%
+357,288
35
$17.5M 0.42%
+485,057
36
$17M 0.4%
+266,749
37
$16.8M 0.4%
+278,596
38
$16.3M 0.39%
+364,315
39
$16.1M 0.38%
+215,690
40
$15.4M 0.37%
+440,859
41
$15.4M 0.37%
+254,244
42
$15.1M 0.36%
+195,494
43
$14.9M 0.35%
+713,188
44
$14.8M 0.35%
+150,280
45
$14.7M 0.35%
+205,319
46
$14.5M 0.34%
+252,917
47
$14.4M 0.34%
+219,627
48
$14.1M 0.34%
+226,001
49
$14.1M 0.33%
+308,628
50
$14.1M 0.33%
+767,422
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