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
876
$1.28M 0.01%
27,427
+4,410
877
$1.27M 0.01%
7,236
+2,712
878
$1.27M 0.01%
19,497
+1,583
879
$1.27M 0.01%
118,508
-10,480
880
$1.27M 0.01%
13,848
-207
881
$1.26M 0.01%
36,782
+2,616
882
$1.26M 0.01%
24,001
+1,794
883
$1.26M 0.01%
111,655
+30,429
884
$1.26M 0.01%
64,014
-1,937
885
$1.25M 0.01%
21,016
+1,588
886
$1.25M 0.01%
126,502
+3,473
887
$1.25M 0.01%
33,150
+1,523
888
$1.25M 0.01%
92,647
+663
889
$1.24M 0.01%
30,822
+9,516
890
$1.23M 0.01%
96,900
+31,369
891
$1.23M 0.01%
31,928
-18,431
892
$1.22M 0.01%
14,907
-965
893
$1.22M 0.01%
10,992
+1,396
894
$1.21M 0.01%
35,578
+1,006
895
$1.2M 0.01%
19,083
+3,716
896
$1.2M 0.01%
51,001
+12,050
897
$1.2M 0.01%
6,897
+1,121
898
$1.2M 0.01%
21,270
-197
899
$1.2M 0.01%
26,875
900
$1.19M 0.01%
27,859
+4,473
34 35
36
37 38