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
876
$1.83M 0.01%
47,295
+7,192
877
$1.82M 0.01%
115,944
+10,880
878
$1.82M 0.01%
22,868
-3,504
879
$1.81M 0.01%
119,202
+2,599
880
$1.81M 0.01%
38,077
+21,764
881
$1.81M 0.01%
+48,220
882
$1.81M 0.01%
130,694
+55,614
883
$1.79M 0.01%
222,560
-29,280
884
$1.78M 0.01%
56,534
-1,810
885
$1.78M 0.01%
67,262
+3,334
886
$1.78M 0.01%
45,482
+2,394
887
$1.75M 0.01%
19,990
-29
888
$1.75M 0.01%
41,882
+2,331
889
$1.74M 0.01%
108,265
+17,204
890
$1.74M 0.01%
25,087
+5,968
891
$1.73M 0.01%
33,407
-169
892
$1.73M 0.01%
282,564
-10,074
893
$1.72M 0.01%
119,920
+7,994
894
$1.72M 0.01%
14,121
-5,671
895
$1.71M 0.01%
129,978
+6,563
896
$1.71M 0.01%
37,430
+6,451
897
$1.7M 0.01%
37,317
+1,760
898
$1.69M 0.01%
6,676
+22
899
$1.69M 0.01%
26,115
-1,049
900
$1.69M 0.01%
59,617
-1,720
34 35
36
37 38