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
826
$2.06M 0.01%
115,774
+10,602
827
$2.06M 0.01%
114,737
+43,706
828
$2.05M 0.01%
48,048
+3,373
829
$2.04M 0.01%
47,576
+3,726
830
$2.04M 0.01%
143,116
-634
831
$2.04M 0.01%
152,828
+2,768
832
$2.03M 0.01%
79,981
+2,548
833
$2.03M 0.01%
2,091
-435
834
$2.03M 0.01%
64,004
+6,576
835
$2.03M 0.01%
22,118
-12,459
836
$2.03M 0.01%
38,380
-1,944
837
$2.02M 0.01%
181,235
+7,610
838
$2M 0.01%
228,867
-35,564
839
$1.98M 0.01%
72,708
+4,691
840
$1.98M 0.01%
26,588
+6,453
841
$1.97M 0.01%
121,225
+8,250
842
$1.97M 0.01%
141,945
+8,291
843
$1.96M 0.01%
20,920
+2,679
844
$1.96M 0.01%
137,798
+21,936
845
$1.96M 0.01%
39,955
+1,399
846
$1.95M 0.01%
146,039
-7,968
847
$1.94M 0.01%
280,773
+18,849
848
$1.93M 0.01%
17,704
+909
849
$1.92M 0.01%
26,711
+207
850
$1.92M 0.01%
78,769
+26,672
32 33
34
35 36