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
26
$76.9M 0.56%
1,478,503
+10,252
27
$76.7M 0.56%
1,326,516
+120,844
28
$76.6M 0.55%
1,729,312
+24,291
29
$74.9M 0.54%
727,950
+36,130
30
$74.1M 0.54%
1,905,760
+78,020
31
$70.9M 0.51%
1,548,254
+29,489
32
$70.7M 0.51%
1,118,630
+150,676
33
$69.9M 0.51%
2,285,199
+40,453
34
$69.6M 0.5%
472,310
+14,016
35
$69.3M 0.5%
778,498
+5,381
36
$66.2M 0.48%
713,360
-36,038
37
$62.9M 0.46%
542,237
+76,761
38
$62.3M 0.45%
1,176,554
-2,134
39
$60.9M 0.44%
1,739,696
+76,004
40
$60.6M 0.44%
1,543,423
-19,009
41
$60.4M 0.44%
480,585
-14,239
42
$60.2M 0.44%
360,735
+18,266
43
$58M 0.42%
1,999,435
+73,167
44
$56.9M 0.41%
3,635,168
+146,848
45
$54.4M 0.39%
877,184
+26,757
46
$54.3M 0.39%
882,107
+23,531
47
$53.9M 0.39%
467,011
-5,466
48
$52.6M 0.38%
2,071,093
-56,132
49
$51.8M 0.37%
532,459
+30,201
50
$50.6M 0.37%
1,490,049
+364,039
1
2
3 4 5