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
851
$1.92M 0.01%
142,240
-7,450
852
$1.9M 0.01%
17,063
-1,795
853
$1.89M 0.01%
24,436
+1,474
854
$1.89M 0.01%
29,651
+2,105
855
$1.89M 0.01%
31,833
+3,386
856
$1.88M 0.01%
41,639
+1,919
857
$1.88M 0.01%
10,497
+718
858
$1.87M 0.01%
36,640
+3,269
859
$1.86M 0.01%
46,703
-5,499
860
$1.86M 0.01%
41,833
+1,545
861
$1.86M 0.01%
38,641
+2,054
862
$1.86M 0.01%
82,551
+10,636
863
$1.86M 0.01%
85,830
+1,690
864
$1.86M 0.01%
35,613
+1,190
865
$1.86M 0.01%
49,449
+6,189
866
$1.85M 0.01%
227,472
+19,418
867
$1.85M 0.01%
74,057
+3,066
868
$1.85M 0.01%
39,240
+774
869
$1.85M 0.01%
22,715
+1,630
870
$1.84M 0.01%
33,097
-882
871
$1.84M 0.01%
48,677
+18,649
872
$1.84M 0.01%
31,636
+4,668
873
$1.84M 0.01%
41,221
-2,825
874
$1.83M 0.01%
69,753
-7,594
875
$1.83M 0.01%
39,876
+1,749
33 34
35
36 37