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
51
$50.4M 0.37%
1,067,668
+111,057
52
$49.5M 0.36%
260,363
+9,744
53
$49.4M 0.36%
1,651,643
+66,162
54
$49.3M 0.36%
309,651
+93,992
55
$47.5M 0.34%
752,585
+37,055
56
$47.4M 0.34%
1,132,130
-73,842
57
$47.1M 0.34%
411,441
+71,147
58
$46.2M 0.33%
454,067
+3,371
59
$45.6M 0.33%
911,725
+55,471
60
$45.5M 0.33%
567,130
+81,355
61
$45.4M 0.33%
371,587
+25,848
62
$45.3M 0.33%
596,484
+32,155
63
$45.3M 0.33%
576,287
+44,625
64
$45.2M 0.33%
523,266
+44,435
65
$44.4M 0.32%
648,613
+44,901
66
$44.3M 0.32%
398,722
+9,468
67
$43.6M 0.32%
550,496
+10,321
68
$43.2M 0.31%
489,677
-15,970
69
$42M 0.3%
598,608
+14,650
70
$41.3M 0.3%
785,180
+35,984
71
$41M 0.3%
419,927
+20,280
72
$40.2M 0.29%
329,736
+4,018
73
$40M 0.29%
1,113,696
-34,144
74
$39.5M 0.29%
1,292,200
+19,252
75
$39.1M 0.28%
373,710
+3,988
1 2
3
4 5