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
476
$6.08M 0.04%
335,272
-30,835
477
$6.07M 0.04%
794,594
+4,163
478
$6.03M 0.04%
201,943
-16,384
479
$6.01M 0.04%
76,096
-329
480
$5.98M 0.04%
83,852
+3,436
481
$5.97M 0.04%
50,593
+5,928
482
$5.96M 0.04%
878,396
+76,081
483
$5.94M 0.04%
29,664
+563
484
$5.89M 0.04%
332,431
-14,569
485
$5.88M 0.04%
103,738
-836
486
$5.87M 0.04%
109,633
+6,403
487
$5.84M 0.04%
63,214
+33,301
488
$5.79M 0.04%
77,685
-612
489
$5.78M 0.04%
108,288
-614
490
$5.77M 0.04%
106,250
-2,371
491
$5.71M 0.04%
84,262
-2,054
492
$5.7M 0.04%
116,795
-27
493
$5.63M 0.04%
65,862
+10,689
494
$5.63M 0.04%
121,138
+3,433
495
$5.63M 0.04%
172,979
+12,706
496
$5.63M 0.04%
44,494
+7,499
497
$5.63M 0.04%
923,790
+28,411
498
$5.59M 0.04%
183,452
-17,320
499
$5.59M 0.04%
162,382
+16,749
500
$5.58M 0.04%
276,501
+13,548
18 19
20
21 22