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
476
$4.15M 0.04%
39,145
+3,630
477
$4.14M 0.04%
161,231
+14,569
478
$4.13M 0.04%
95,990
+42,177
479
$4.12M 0.04%
80,465
+6,574
480
$4.06M 0.04%
113,588
+11,809
481
$4.06M 0.04%
140,120
+4,100
482
$4.04M 0.04%
120,939
+33,005
483
$4.04M 0.04%
109,182
+11,955
484
$4.03M 0.04%
302,980
+83,930
485
$4.02M 0.04%
661,015
+55,960
486
$3.99M 0.04%
183,074
-6,432
487
$3.99M 0.04%
38,301
+11,314
488
$3.96M 0.04%
56,677
+6,033
489
$3.95M 0.04%
100,221
-3,952
490
$3.94M 0.04%
130,853
+33,959
491
$3.93M 0.04%
37,709
+4,938
492
$3.9M 0.04%
167,722
+8,722
493
$3.9M 0.04%
38,815
+7,765
494
$3.89M 0.04%
74,290
+20,867
495
$3.88M 0.04%
659,028
+408,516
496
$3.87M 0.04%
89,039
+8,422
497
$3.87M 0.04%
475,390
+43,480
498
$3.86M 0.04%
139,052
+39,170
499
$3.86M 0.04%
33,550
+3,036
500
$3.82M 0.04%
77,323
+10,533
18 19
20
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