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
726
$2.81M 0.02%
36,213
+513
727
$2.81M 0.02%
977,180
-276,777
728
$2.79M 0.02%
268,942
-8,296
729
$2.77M 0.02%
169,302
+7,480
730
$2.77M 0.02%
77,615
-11,581
731
$2.75M 0.02%
37,913
+9,290
732
$2.74M 0.02%
185,096
+1,958
733
$2.73M 0.02%
81,422
-686
734
$2.72M 0.02%
110,061
+21,514
735
$2.71M 0.02%
24,073
+1,741
736
$2.71M 0.02%
5,166
-163
737
$2.71M 0.02%
76,951
-3,497
738
$2.71M 0.02%
33,827
-1,288
739
$2.71M 0.02%
44,050
+1,306
740
$2.7M 0.02%
213,968
-18,140
741
$2.69M 0.02%
170,021
+58,412
742
$2.68M 0.02%
135,242
+4,352
743
$2.65M 0.02%
83,931
+44
744
$2.64M 0.02%
56,448
-421
745
$2.63M 0.02%
524,943
+25,639
746
$2.63M 0.02%
37,747
+8,573
747
$2.62M 0.02%
9,904
+1,967
748
$2.61M 0.02%
49,060
+37,067
749
$2.61M 0.02%
629,043
+22,285
750
$2.61M 0.02%
152,896
+7,674
28 29
30
31 32