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 Inc
WMT
+$5.61M

Sector Composition

1 Financials 17.71%
2 Healthcare 15.39%
3 Technology 14.4%
4 Industrials 8.64%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.77M 0.03%
69,441
+18,305
602
$2.76M 0.03%
32,844
+191
603
$2.76M 0.03%
179,186
-66,997
604
$2.75M 0.03%
307,857
+57,566
605
$2.75M 0.03%
56,895
+5,615
606
$2.75M 0.03%
4,198
+708
607
$2.75M 0.03%
25,128
+1,018
608
$2.72M 0.03%
56,055
+4,227
609
$2.71M 0.03%
460,888
-596
610
$2.71M 0.03%
156,397
-4,868
611
$2.71M 0.03%
3,378
+393
612
$2.7M 0.03%
114,006
+4,502
613
$2.66M 0.03%
5,299,600
+176,840
614
$2.66M 0.03%
50,528
-7,000
615
$2.66M 0.03%
69,526
+6,831
616
$2.65M 0.03%
119,007
+26,605
617
$2.63M 0.03%
36,280
+2,972
618
$2.63M 0.03%
35,152
+6,466
619
$2.63M 0.03%
75,908
-5,293
620
$2.62M 0.03%
78,740
+12,356
621
$2.59M 0.03%
28,223
+1,871
622
$2.58M 0.03%
41,805
+4,135
623
$2.58M 0.03%
224,444
-31,372
624
$2.58M 0.03%
85,236
+13,289
625
$2.58M 0.03%
227,656
+22,770
23 24
25
26 27