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
526
$5.12M 0.04%
1,723,340
+604,211
527
$5.11M 0.04%
70,626
+7,133
528
$5.1M 0.04%
186,328
+129,556
529
$5.1M 0.04%
157,198
+758
530
$5.08M 0.04%
133,456
-8,949
531
$5.08M 0.04%
184,966
+21,973
532
$5.05M 0.04%
349,320
+59,169
533
$5.05M 0.04%
79,527
-12,281
534
$5.03M 0.04%
26,330
+652
535
$5.01M 0.04%
109,507
+2,745
536
$4.99M 0.04%
63,167
+6,498
537
$4.97M 0.04%
719,968
+225,068
538
$4.94M 0.04%
159,074
+1,498
539
$4.94M 0.04%
95,137
+16,950
540
$4.93M 0.04%
117,953
-2,700
541
$4.92M 0.04%
522,129
-47,595
542
$4.92M 0.04%
35,789
+4,680
543
$4.91M 0.04%
43,134
+2,343
544
$4.89M 0.04%
189,560
+20,262
545
$4.89M 0.04%
359,430
-5,895
546
$4.89M 0.04%
380,286
+29,794
547
$4.86M 0.04%
123,051
+3,833
548
$4.83M 0.04%
59,822
+2,885
549
$4.83M 0.04%
292,545
+119,324
550
$4.8M 0.03%
208,348
+19,587
20 21
22
23 24