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
651
$3.55M 0.03%
66,162
-3,837
652
$3.52M 0.03%
23,606
-1,602
653
$3.5M 0.03%
105,969
-245
654
$3.5M 0.03%
156,502
+5,958
655
$3.49M 0.03%
52,858
-8,501
656
$3.47M 0.03%
309,901
-35,374
657
$3.47M 0.03%
53,627
+5,327
658
$3.47M 0.03%
71,928
+849
659
$3.47M 0.03%
50,301
+124
660
$3.46M 0.03%
123,044
+7,760
661
$3.45M 0.03%
25,932
-422
662
$3.45M 0.02%
94,159
+26,612
663
$3.44M 0.02%
112,996
+7,205
664
$3.42M 0.02%
327,448
+16,836
665
$3.4M 0.02%
89,297
-4,008
666
$3.4M 0.02%
37,123
+1,055
667
$3.38M 0.02%
33,135
+7,571
668
$3.38M 0.02%
35,841
+4,605
669
$3.37M 0.02%
153,703
+6,424
670
$3.33M 0.02%
44,500
+10,274
671
$3.3M 0.02%
98,471
+7,429
672
$3.3M 0.02%
22,511
-468
673
$3.29M 0.02%
14,790
+1,945
674
$3.29M 0.02%
35,553
+3,001
675
$3.28M 0.02%
42,522
-45
25 26
27
28 29