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
851
$1.36M 0.01%
126,604
+4,440
852
$1.36M 0.01%
23,403
+803
853
$1.36M 0.01%
37,542
+2,852
854
$1.35M 0.01%
25,907
+6,957
855
$1.35M 0.01%
25,580
+1,849
856
$1.34M 0.01%
38,032
+8,905
857
$1.34M 0.01%
12,667
+696
858
$1.33M 0.01%
20,688
-174
859
$1.33M 0.01%
41,477
+6,605
860
$1.32M 0.01%
14,576
+365
861
$1.32M 0.01%
39,873
+2,388
862
$1.32M 0.01%
30,950
+7,390
863
$1.32M 0.01%
8,555
+2,259
864
$1.31M 0.01%
45,661
+1,876
865
$1.31M 0.01%
38,570
-11,077
866
$1.3M 0.01%
28,959
+350
867
$1.3M 0.01%
26,762
+2,199
868
$1.3M 0.01%
23,924
-672
869
$1.3M 0.01%
28,412
+12,568
870
$1.29M 0.01%
166,532
-40,935
871
$1.29M 0.01%
62,140
+37,145
872
$1.29M 0.01%
38,810
+7,778
873
$1.29M 0.01%
59,740
+16,226
874
$1.29M 0.01%
23,371
+6,950
875
$1.29M 0.01%
35,730
+9,332
33 34
35
36 37