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
601
$4.07M 0.03%
167,199
-15,653
602
$4.05M 0.03%
51,062
-3,538
603
$4.05M 0.03%
34,311
+14,102
604
$4.04M 0.03%
55,925
-15,019
605
$4.04M 0.03%
173,898
-8,906
606
$4.04M 0.03%
167,852
+4,107
607
$4.03M 0.03%
59,602
-15,379
608
$4.02M 0.03%
86,716
-2,690
609
$3.96M 0.03%
80,143
+4,626
610
$3.96M 0.03%
325,226
+57,372
611
$3.95M 0.03%
2,407
+1,136
612
$3.87M 0.03%
148,362
+74,662
613
$3.86M 0.03%
58,526
+120
614
$3.85M 0.03%
241,285
+20,652
615
$3.85M 0.03%
143,071
-42,444
616
$3.84M 0.03%
157,127
+7,854
617
$3.84M 0.03%
137,308
+28,729
618
$3.82M 0.03%
139,647
+8,199
619
$3.81M 0.03%
31,398
+76
620
$3.8M 0.03%
39,019
-1,753
621
$3.79M 0.03%
47,618
+415
622
$3.79M 0.03%
594,161
+39,018
623
$3.78M 0.03%
69,431
+4,945
624
$3.77M 0.03%
98,490
+4,188
625
$3.76M 0.03%
129,032
+3,605
23 24
25
26 27