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
576
$4.42M 0.03%
77,052
+3,272
577
$4.42M 0.03%
39,357
+1,788
578
$4.4M 0.03%
268,661
+6,349
579
$4.36M 0.03%
62,503
+2,863
580
$4.33M 0.03%
39,229
-4,900
581
$4.33M 0.03%
118,484
+2,025
582
$4.33M 0.03%
81,183
+15,383
583
$4.33M 0.03%
298,914
+8,808
584
$4.32M 0.03%
84,082
+3,735
585
$4.31M 0.03%
365,388
-23,850
586
$4.27M 0.03%
111,904
+23,302
587
$4.25M 0.03%
49,773
+5,011
588
$4.21M 0.03%
53,775
-1,229
589
$4.19M 0.03%
302,560
-2,786
590
$4.17M 0.03%
426,066
-147,703
591
$4.16M 0.03%
128,777
-10,640
592
$4.14M 0.03%
447,663
+23,001
593
$4.13M 0.03%
51,105
+4,149
594
$4.11M 0.03%
103,391
+12,393
595
$4.1M 0.03%
64,104
+2,409
596
$4.09M 0.03%
66,788
+13,503
597
$4.09M 0.03%
39,133
+4,454
598
$4.09M 0.03%
27,157
+124
599
$4.08M 0.03%
137,407
+3,151
600
$4.08M 0.03%
83,029
+10,786
22 23
24
25 26