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
751
$1.84M 0.02%
88,512
+55,792
752
$1.83M 0.02%
56,806
+5,562
753
$1.83M 0.02%
15,185
+2,538
754
$1.83M 0.02%
66,071
+6,722
755
$1.83M 0.02%
3,898
+483
756
$1.82M 0.02%
94,483
+5,020
757
$1.81M 0.02%
289,139
+79,172
758
$1.8M 0.02%
97,099
+2,765
759
$1.79M 0.02%
30,026
+2,373
760
$1.79M 0.02%
56,719
-3,721
761
$1.79M 0.02%
96,137
+16,664
762
$1.78M 0.02%
32,293
+2,369
763
$1.77M 0.02%
46,314
+7,142
764
$1.76M 0.02%
151,510
+66,002
765
$1.75M 0.02%
336,069
+55,866
766
$1.75M 0.02%
29,601
-1,188
767
$1.74M 0.02%
36,789
+2,138
768
$1.74M 0.02%
480,621
+16,105
769
$1.74M 0.02%
44,313
+3,143
770
$1.73M 0.02%
30,115
+1,319
771
$1.73M 0.02%
81,852
+9,236
772
$1.73M 0.02%
33,354
+2,622
773
$1.72M 0.02%
8,639
+448
774
$1.72M 0.02%
20,154
+3,028
775
$1.72M 0.02%
99,616
-4,062
29 30
31
32 33