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
801
$2.21M 0.02%
19,470
+2,441
802
$2.21M 0.02%
35,405
-908
803
$2.2M 0.02%
143,224
-35,878
804
$2.18M 0.02%
56,530
+9,368
805
$2.18M 0.02%
38,504
+6,406
806
$2.17M 0.02%
247,083
-15,059
807
$2.17M 0.02%
77,195
-885
808
$2.17M 0.02%
18,045
+1,115
809
$2.15M 0.02%
146,818
+32,874
810
$2.14M 0.02%
31,488
-3,379
811
$2.14M 0.02%
119,826
+520
812
$2.13M 0.02%
54,727
+6,245
813
$2.12M 0.02%
94,695
+5,697
814
$2.12M 0.02%
49,683
-2,991
815
$2.11M 0.02%
42,834
+243
816
$2.11M 0.02%
108,196
+9,917
817
$2.1M 0.02%
52,121
-49
818
$2.1M 0.02%
52,518
+6,660
819
$2.09M 0.02%
84,476
+45,136
820
$2.08M 0.02%
24,092
-2,127
821
$2.08M 0.02%
148,965
+15,462
822
$2.08M 0.02%
37,192
+4,629
823
$2.07M 0.02%
46,180
+1,540
824
$2.07M 0.02%
16,077
+4,048
825
$2.07M 0.02%
30,925
-1,824
31 32
33
34 35