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
701
$2.99M 0.02%
38,419
+6,379
702
$2.98M 0.02%
103,401
-6,654
703
$2.97M 0.02%
56,549
+5,412
704
$2.95M 0.02%
808,179
+83,099
705
$2.95M 0.02%
39,311
+3,547
706
$2.92M 0.02%
17,839
+4,309
707
$2.92M 0.02%
21,731
+2,126
708
$2.91M 0.02%
160,291
+79,642
709
$2.91M 0.02%
27,435
+3,735
710
$2.9M 0.02%
144,982
+15,364
711
$2.9M 0.02%
62,793
-1,936
712
$2.9M 0.02%
107,875
-4,839
713
$2.9M 0.02%
35,702
+3,159
714
$2.9M 0.02%
59,841
+12,397
715
$2.88M 0.02%
37,534
+686
716
$2.87M 0.02%
52,432
-9,530
717
$2.85M 0.02%
59,757
+5,795
718
$2.84M 0.02%
81,848
+26,386
719
$2.84M 0.02%
61,053
+9,003
720
$2.83M 0.02%
258,878
+13,798
721
$2.83M 0.02%
116,081
+3,719
722
$2.83M 0.02%
42,457
-6,565
723
$2.82M 0.02%
237,319
+3,787
724
$2.82M 0.02%
90,082
+12,634
725
$2.81M 0.02%
164,369
-6,585
27 28
29
30 31