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
26
$53.8M 0.56%
2,477,180
+346,080
27
$53.3M 0.55%
1,323,280
+97,083
28
$52.3M 0.54%
1,719,364
+235,842
29
$51.2M 0.53%
3,006,618
+259,013
30
$48.1M 0.5%
880,768
+66,022
31
$47.6M 0.49%
493,578
+8,099
32
$46.6M 0.48%
694,565
+62,028
33
$46.2M 0.48%
836,315
+100,116
34
$45.9M 0.47%
1,416,922
+172,031
35
$45.6M 0.47%
978,570
+109,475
36
$44.6M 0.46%
519,784
+64,935
37
$43.4M 0.45%
1,443,582
+105,228
38
$43.1M 0.44%
1,187,671
+89,297
39
$42.6M 0.44%
1,876,421
+155,765
40
$41.7M 0.43%
323,272
+13,594
41
$40.9M 0.42%
266,514
+23,524
42
$38.7M 0.4%
716,700
+115,438
43
$38.6M 0.4%
406,175
+41,472
44
$38.4M 0.4%
1,401,592
+126,066
45
$37.9M 0.39%
620,332
+106,068
46
$37.6M 0.39%
762,541
+80,000
47
$37.6M 0.39%
768,149
+54,729
48
$36.7M 0.38%
1,151,041
+142,304
49
$36.7M 0.38%
551,425
+47,399
50
$35.8M 0.37%
571,139
+3,642
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