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
551
$3.2M 0.03%
+150,849
552
$3.19M 0.03%
20,047
+3,049
553
$3.18M 0.03%
27,935
+3,021
554
$3.17M 0.03%
55,280
+2,707
555
$3.17M 0.03%
117,128
+7,484
556
$3.16M 0.03%
38,612
+10,188
557
$3.15M 0.03%
28,802
+3,711
558
$3.15M 0.03%
28,439
+3,241
559
$3.15M 0.03%
263,837
-17,181
560
$3.14M 0.03%
71,208
+10,901
561
$3.11M 0.03%
45,988
+3,799
562
$3.1M 0.03%
61,936
+5,492
563
$3.08M 0.03%
87,428
-3,230
564
$3.06M 0.03%
58,166
+7,242
565
$3.06M 0.03%
26,987
+2,111
566
$3.05M 0.03%
130,642
+29,335
567
$3.04M 0.03%
23,732
+1,943
568
$3.03M 0.03%
17,699
+1,669
569
$3.02M 0.03%
77,190
+10,566
570
$3.02M 0.03%
38,019
+5,532
571
$3.02M 0.03%
116,148
+12,709
572
$3.01M 0.03%
227,225
+34,910
573
$3.01M 0.03%
63,801
+1,762
574
$3M 0.03%
53,746
+6,530
575
$3M 0.03%
57,095
-12,334
21 22
23
24 25