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
751
$2.6M 0.02%
65,889
-7,469
752
$2.59M 0.02%
37,601
+3,191
753
$2.58M 0.02%
83,148
+1,734
754
$2.58M 0.02%
51,082
+2,699
755
$2.58M 0.02%
27,520
+2,048
756
$2.57M 0.02%
101,720
+25,288
757
$2.57M 0.02%
71,965
-30,673
758
$2.56M 0.02%
16,323
+658
759
$2.56M 0.02%
32,381
+2,611
760
$2.56M 0.02%
78,968
-2,688
761
$2.54M 0.02%
222,064
+58,628
762
$2.53M 0.02%
57,821
+13,883
763
$2.53M 0.02%
55,197
+3,439
764
$2.53M 0.02%
520,750
-25,974
765
$2.52M 0.02%
70,012
+7,594
766
$2.51M 0.02%
156,956
+3,739
767
$2.5M 0.02%
101,968
-4,035
768
$2.49M 0.02%
12,202
+1,587
769
$2.49M 0.02%
48,737
+955
770
$2.47M 0.02%
14,903
+660
771
$2.46M 0.02%
52,522
+4,434
772
$2.45M 0.02%
31,209
+848
773
$2.44M 0.02%
31,692
-1,251
774
$2.44M 0.02%
19,796
+129
775
$2.44M 0.02%
33,010
+7,228
29 30
31
32 33