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
776
$1.71M 0.02%
109,229
+7,728
777
$1.7M 0.02%
29,626
+8,680
778
$1.7M 0.02%
36,582
-1,832
779
$1.7M 0.02%
99,043
+3,086
780
$1.69M 0.02%
39,930
+10,633
781
$1.69M 0.02%
28,586
+1,611
782
$1.69M 0.02%
25,591
+1,138
783
$1.66M 0.02%
42,041
+1,308
784
$1.66M 0.02%
28,979
+2,727
785
$1.66M 0.02%
55,943
+689
786
$1.66M 0.02%
15,402
+3,351
787
$1.64M 0.02%
220,692
+29,136
788
$1.64M 0.02%
78,229
+4,420
789
$1.63M 0.02%
45,083
+37,422
790
$1.63M 0.02%
18,299
-15,544
791
$1.63M 0.02%
56,436
+4,504
792
$1.62M 0.02%
16,448
+2,173
793
$1.62M 0.02%
124,105
-77
794
$1.61M 0.02%
81,005
+27,245
795
$1.61M 0.02%
20,456
+3,189
796
$1.6M 0.02%
43,539
+4,301
797
$1.6M 0.02%
15,374
+3,126
798
$1.59M 0.02%
55,122
+11,343
799
$1.58M 0.02%
37,281
+6,369
800
$1.58M 0.02%
49,336
+361
30 31
32
33 34