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
726
$1.94M 0.02%
34,947
+1,966
727
$1.94M 0.02%
37,724
+4,740
728
$1.93M 0.02%
424,182
+81,946
729
$1.93M 0.02%
109,418
+5,846
730
$1.93M 0.02%
36,997
+3,729
731
$1.92M 0.02%
30,895
+2,079
732
$1.92M 0.02%
180,331
+41,211
733
$1.91M 0.02%
51,628
+8,247
734
$1.91M 0.02%
430,672
+83,264
735
$1.91M 0.02%
41,898
-2,149
736
$1.91M 0.02%
37,060
+1,372
737
$1.91M 0.02%
23,214
+3,267
738
$1.91M 0.02%
25,784
+4,178
739
$1.9M 0.02%
105,770
+15,075
740
$1.9M 0.02%
30,491
-208
741
$1.9M 0.02%
133,142
+12,537
742
$1.9M 0.02%
42,584
+3,283
743
$1.9M 0.02%
82,660
+54,124
744
$1.89M 0.02%
35,115
-2,910
745
$1.88M 0.02%
31,199
+3,281
746
$1.87M 0.02%
21,509
+3,322
747
$1.87M 0.02%
27,314
+2,725
748
$1.86M 0.02%
20,447
-2,383
749
$1.86M 0.02%
127,730
+1,963
750
$1.84M 0.02%
45,734
28 29
30
31 32