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
676
$3.27M 0.02%
68,874
+204
677
$3.25M 0.02%
64,718
+3,915
678
$3.22M 0.02%
678,637
-91,112
679
$3.21M 0.02%
144,429
-16,564
680
$3.2M 0.02%
60,503
+5,638
681
$3.18M 0.02%
68,563
+4,042
682
$3.17M 0.02%
55,530
+449
683
$3.16M 0.02%
87,141
+9,932
684
$3.16M 0.02%
26,527
+256
685
$3.15M 0.02%
13,251
+153
686
$3.13M 0.02%
38,398
+5,022
687
$3.13M 0.02%
126,138
-13,187
688
$3.13M 0.02%
25,112
+738
689
$3.13M 0.02%
59,728
+667
690
$3.12M 0.02%
80,465
+3,662
691
$3.12M 0.02%
38,483
+15,233
692
$3.1M 0.02%
23,460
+10,984
693
$3.07M 0.02%
40,758
-6,397
694
$3.06M 0.02%
199,279
-4,538
695
$3.06M 0.02%
61,542
+1,348
696
$3.04M 0.02%
116,945
+10,998
697
$3.04M 0.02%
50,613
+10,400
698
$3.03M 0.02%
452,400
+14,384
699
$3.02M 0.02%
171,622
-378
700
$3M 0.02%
17,239
+1,271
26 27
28
29 30