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
826
$1.49M 0.02%
10,483
+1,808
827
$1.48M 0.02%
33,192
+4,328
828
$1.48M 0.02%
22,597
+1,845
829
$1.47M 0.02%
38,689
+5,630
830
$1.47M 0.02%
38,961
+1,504
831
$1.45M 0.02%
59,979
+9,047
832
$1.45M 0.02%
19,521
+1,077
833
$1.45M 0.02%
15,882
+2,433
834
$1.45M 0.01%
17,657
+3,050
835
$1.44M 0.01%
28,786
+399
836
$1.43M 0.01%
11,546
+1,182
837
$1.43M 0.01%
41,190
+6,609
838
$1.43M 0.01%
24,196
+1,782
839
$1.42M 0.01%
36,361
+3,102
840
$1.42M 0.01%
89,006
+43,324
841
$1.42M 0.01%
23,326
+1,353
842
$1.41M 0.01%
30,212
+3,482
843
$1.41M 0.01%
221,948
-26,406
844
$1.41M 0.01%
23,253
+5,556
845
$1.4M 0.01%
285,183
+20,043
846
$1.38M 0.01%
89,833
+5,676
847
$1.37M 0.01%
265,039
-42,635
848
$1.37M 0.01%
35,890
+129
849
$1.37M 0.01%
80,188
+7,443
850
$1.36M 0.01%
19,618
+534
32 33
34
35 36