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
501
$3.8M 0.04%
118,010
+7,079
502
$3.79M 0.04%
59,723
-3,121
503
$3.79M 0.04%
285,928
+61,987
504
$3.79M 0.04%
92,173
+9,694
505
$3.77M 0.04%
60,136
+6,041
506
$3.75M 0.04%
45,192
+19,264
507
$3.72M 0.04%
53,308
+2,452
508
$3.71M 0.04%
186,915
+56,121
509
$3.71M 0.04%
49,686
+4,706
510
$3.7M 0.04%
176,995
+28,308
511
$3.68M 0.04%
434,434
+79,698
512
$3.68M 0.04%
132,182
+12,763
513
$3.67M 0.04%
63,049
-10
514
$3.65M 0.04%
80,349
-2,242
515
$3.61M 0.04%
54,559
+4,113
516
$3.58M 0.04%
133,085
+23,621
517
$3.56M 0.04%
30,856
+6,704
518
$3.55M 0.04%
72,943
+2,256
519
$3.54M 0.04%
794,597
-36,993
520
$3.54M 0.04%
80,098
+8,195
521
$3.52M 0.04%
13,865
+1,212
522
$3.49M 0.04%
78,850
+6,660
523
$3.48M 0.04%
106,812
+961
524
$3.47M 0.04%
109,030
+2,498
525
$3.47M 0.04%
2,575
+162
19 20
21
22 23