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
776
$2.42M 0.02%
106,460
+3,712
777
$2.42M 0.02%
55,462
+2,460
778
$2.42M 0.02%
78,139
+712
779
$2.41M 0.02%
149,309
+3,125
780
$2.4M 0.02%
15,769
-91
781
$2.39M 0.02%
34,797
+1,931
782
$2.39M 0.02%
41,267
+3,366
783
$2.38M 0.02%
197,018
+293
784
$2.37M 0.02%
74,162
+4,791
785
$2.37M 0.02%
89,076
-8,154
786
$2.35M 0.02%
41,508
+5,554
787
$2.35M 0.02%
13,978
+1,701
788
$2.34M 0.02%
84,379
+1,827
789
$2.34M 0.02%
41,199
+1,155
790
$2.29M 0.02%
143,293
+3,684
791
$2.28M 0.02%
51,162
+942
792
$2.28M 0.02%
44,082
+4,048
793
$2.27M 0.02%
11,658
+1,409
794
$2.27M 0.02%
41,907
-1,150
795
$2.27M 0.02%
40,397
+3,684
796
$2.27M 0.02%
80,319
+8,095
797
$2.26M 0.02%
31,354
+2,579
798
$2.25M 0.02%
30,235
+3,831
799
$2.24M 0.02%
451,132
+62,303
800
$2.21M 0.02%
52,800
+2,186
30 31
32
33 34