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
551
$4.8M 0.03%
514,813
+65,796
552
$4.78M 0.03%
292,981
+39,685
553
$4.76M 0.03%
64,943
+5
554
$4.71M 0.03%
134,185
+502
555
$4.7M 0.03%
78,489
+1,775
556
$4.69M 0.03%
40,218
+1,292
557
$4.69M 0.03%
175,690
+4,315
558
$4.69M 0.03%
100,323
+996
559
$4.68M 0.03%
296,277
+21,850
560
$4.65M 0.03%
153,263
+9,429
561
$4.65M 0.03%
50,287
+5,488
562
$4.65M 0.03%
5,010
+667
563
$4.64M 0.03%
129,935
+9,091
564
$4.64M 0.03%
32,459
+1,433
565
$4.63M 0.03%
153,195
+5,851
566
$4.61M 0.03%
137,040
+9,889
567
$4.6M 0.03%
34,154
+3,490
568
$4.59M 0.03%
49,894
-4,791
569
$4.53M 0.03%
82,472
-911
570
$4.52M 0.03%
528,406
+341,682
571
$4.51M 0.03%
195,831
+58,991
572
$4.46M 0.03%
148,588
-17,892
573
$4.44M 0.03%
164,651
-6,908
574
$4.43M 0.03%
56,631
-2,074
575
$4.43M 0.03%
124,900
+3,857
21 22
23
24 25