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
501
$5.58M 0.04%
36,255
+336
502
$5.53M 0.04%
56,976
+3,191
503
$5.45M 0.04%
157,683
+37,624
504
$5.45M 0.04%
227,474
+33,672
505
$5.43M 0.04%
573,730
+27,820
506
$5.43M 0.04%
128,038
+1,514
507
$5.43M 0.04%
102,425
-4,290
508
$5.42M 0.04%
140,691
+45,620
509
$5.42M 0.04%
111,685
+10,396
510
$5.4M 0.04%
46,512
+84
511
$5.38M 0.04%
+400,718
512
$5.31M 0.04%
31,017
+5,325
513
$5.31M 0.04%
138,866
-4,152
514
$5.3M 0.04%
207,789
+13,614
515
$5.3M 0.04%
207,706
-13,086
516
$5.3M 0.04%
12,626
+772
517
$5.29M 0.04%
78,678
-1,083
518
$5.29M 0.04%
91,980
+6,625
519
$5.27M 0.04%
125,444
+4,581
520
$5.24M 0.04%
173,099
-9,930
521
$5.2M 0.04%
47,066
-3,954
522
$5.2M 0.04%
167,760
+17,907
523
$5.17M 0.04%
189,137
+16,202
524
$5.14M 0.04%
210,066
+9,546
525
$5.13M 0.04%
164,206
+4,431
19 20
21
22 23