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
626
$2.57M 0.03%
42,111
+3,849
627
$2.55M 0.03%
119,569
+45,183
628
$2.54M 0.03%
141,314
-313
629
$2.53M 0.03%
116,143
+34,249
630
$2.52M 0.03%
125,304
+4,330
631
$2.52M 0.03%
132,223
+25,407
632
$2.51M 0.03%
84,044
+3,595
633
$2.51M 0.03%
79,601
+12,060
634
$2.51M 0.03%
75,497
+29,881
635
$2.51M 0.03%
149,871
+13,669
636
$2.51M 0.03%
19,527
+1,339
637
$2.5M 0.03%
16,890
+1,776
638
$2.5M 0.03%
44,936
+4,975
639
$2.5M 0.03%
37,290
-2,427
640
$2.5M 0.03%
45,324
+6,823
641
$2.5M 0.03%
188,210
-100,300
642
$2.48M 0.03%
49,597
+10,510
643
$2.48M 0.03%
305,241
+7,681
644
$2.46M 0.03%
75,603
+3,486
645
$2.46M 0.03%
18,344
+1,006
646
$2.46M 0.03%
249,109
+13,873
647
$2.46M 0.03%
53,977
+3,250
648
$2.46M 0.03%
31,952
+7,935
649
$2.46M 0.03%
7,197
+1,072
650
$2.45M 0.03%
38,092
+7,408
24 25
26
27 28