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
676
$2.24M 0.02%
39,456
+1,124
677
$2.24M 0.02%
84,570
+17,433
678
$2.23M 0.02%
28,386
+2,224
679
$2.19M 0.02%
107,916
+7,104
680
$2.18M 0.02%
64,878
+14,293
681
$2.18M 0.02%
28,431
+1,904
682
$2.16M 0.02%
60,700
+22,859
683
$2.15M 0.02%
10,129
+807
684
$2.15M 0.02%
98,976
-1,533
685
$2.15M 0.02%
18,268
+2,522
686
$2.14M 0.02%
53,936
+4,631
687
$2.14M 0.02%
41,389
+13,696
688
$2.13M 0.02%
51,204
-17,266
689
$2.11M 0.02%
195,349
-57,705
690
$2.11M 0.02%
29,307
+4,412
691
$2.1M 0.02%
70,066
+4,491
692
$2.1M 0.02%
57,949
+4,321
693
$2.08M 0.02%
145,867
+32,191
694
$2.08M 0.02%
91,333
+33,239
695
$2.07M 0.02%
36,895
+1,609
696
$2.07M 0.02%
48,754
+5,749
697
$2.07M 0.02%
162,422
+15,146
698
$2.06M 0.02%
18,331
-532
699
$2.06M 0.02%
23,542
+9,011
700
$2.06M 0.02%
27,756
-1,932
26 27
28
29 30