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
801
$1.57M 0.02%
11,949
-1,672
802
$1.57M 0.02%
17,947
+1,575
803
$1.57M 0.02%
155
+45
804
$1.56M 0.02%
31,375
+115
805
$1.56M 0.02%
129,464
-20,365
806
$1.56M 0.02%
65,844
+27,287
807
$1.55M 0.02%
15,792
+2,283
808
$1.55M 0.02%
90,256
+33,701
809
$1.54M 0.02%
84,094
-15,567
810
$1.54M 0.02%
21,228
+2,909
811
$1.54M 0.02%
19,205
+8,861
812
$1.54M 0.02%
+3,930
813
$1.54M 0.02%
8,652
-278
814
$1.53M 0.02%
77,962
+20,140
815
$1.53M 0.02%
22,845
+1,765
816
$1.53M 0.02%
34,143
+11,258
817
$1.52M 0.02%
64,828
+3,084
818
$1.52M 0.02%
25,715
-1,734
819
$1.51M 0.02%
29,205
+3,866
820
$1.5M 0.02%
21,632
+2,108
821
$1.5M 0.02%
27,404
+2,908
822
$1.5M 0.02%
27,776
+2,828
823
$1.5M 0.02%
22,503
+2,693
824
$1.49M 0.02%
47,789
+2,598
825
$1.49M 0.02%
32,336
+1,656
31 32
33
34 35