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
526
$3.45M 0.04%
38,714
+2,845
527
$3.44M 0.04%
103,703
-15,124
528
$3.44M 0.04%
18,594
+4,773
529
$3.41M 0.04%
33,342
+10,929
530
$3.41M 0.04%
151,169
+4,844
531
$3.4M 0.04%
87,752
+12,918
532
$3.39M 0.04%
139,957
+50,448
533
$3.37M 0.03%
23,774
+2,035
534
$3.37M 0.03%
108,843
-14,950
535
$3.35M 0.03%
131,014
+554
536
$3.33M 0.03%
142,157
+13,708
537
$3.33M 0.03%
207,900
+67,182
538
$3.32M 0.03%
42,228
-3,543
539
$3.3M 0.03%
37,239
+4,064
540
$3.3M 0.03%
85,383
+841
541
$3.3M 0.03%
117,637
-7,040
542
$3.29M 0.03%
58,466
-6,162
543
$3.29M 0.03%
74,608
+10,465
544
$3.27M 0.03%
105,814
+31,500
545
$3.26M 0.03%
47,132
+7,942
546
$3.26M 0.03%
202,478
+189,955
547
$3.25M 0.03%
15,705
-1,099
548
$3.23M 0.03%
60,987
+5,167
549
$3.21M 0.03%
61,872
+3,695
550
$3.2M 0.03%
33,946
+6,822
20 21
22
23 24