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
626
$3.73M 0.03%
377,817
+99,492
627
$3.71M 0.03%
70,749
+6,718
628
$3.71M 0.03%
590,789
-27,813
629
$3.71M 0.03%
112,030
+7,667
630
$3.7M 0.03%
6,339
+287
631
$3.7M 0.03%
234,973
-2,119
632
$3.68M 0.03%
176,804
+23,661
633
$3.67M 0.03%
39,334
+1,017
634
$3.67M 0.03%
56,598
+2,171
635
$3.67M 0.03%
40,457
+2,010
636
$3.66M 0.03%
102,296
+5,884
637
$3.64M 0.03%
38,348
-922
638
$3.64M 0.03%
56,087
+8,133
639
$3.63M 0.03%
55,094
+3,565
640
$3.63M 0.03%
23,633
+372
641
$3.63M 0.03%
240,850
+31,346
642
$3.62M 0.03%
212,039
+19,598
643
$3.61M 0.03%
118,715
-1,570
644
$3.6M 0.03%
126,994
-34,360
645
$3.59M 0.03%
83,887
+7,571
646
$3.59M 0.03%
139,641
-10,910
647
$3.58M 0.03%
162,375
+16,321
648
$3.58M 0.03%
31,440
+8,908
649
$3.57M 0.03%
127,555
-15,008
650
$3.56M 0.03%
46,688
-530
24 25
26
27 28