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
701
$2.05M 0.02%
49,954
+17,285
702
$2.05M 0.02%
61,078
+3,781
703
$2.05M 0.02%
42,066
+7,343
704
$2.04M 0.02%
83,678
+25,903
705
$2.04M 0.02%
54,087
-4,483
706
$2.03M 0.02%
111,703
+13,554
707
$2.03M 0.02%
15,356
+4,196
708
$2.02M 0.02%
25,344
+2,705
709
$2.02M 0.02%
39,784
+2,440
710
$2.01M 0.02%
65,695
+13,158
711
$2.01M 0.02%
31,084
+1,737
712
$2.01M 0.02%
20,703
+2,275
713
$2.01M 0.02%
265,472
+40,523
714
$2.01M 0.02%
23,934
+2,662
715
$2M 0.02%
161,005
-1,408
716
$2M 0.02%
49,401
+2,598
717
$2M 0.02%
69,954
+14,682
718
$2M 0.02%
122,170
-21,127
719
$2M 0.02%
87,324
+9,188
720
$1.99M 0.02%
11,637
+2,831
721
$1.96M 0.02%
12,277
+2,624
722
$1.96M 0.02%
163,568
+59,524
723
$1.95M 0.02%
34,943
+5,270
724
$1.95M 0.02%
36,387
+11,092
725
$1.95M 0.02%
67,870
-5,722
27 28
29
30 31