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
901
$1.19M 0.01%
27,631
+1,152
902
$1.18M 0.01%
56,102
+46,514
903
$1.17M 0.01%
32,371
+3,218
904
$1.17M 0.01%
48,494
+8,671
905
$1.17M 0.01%
12,437
+2,412
906
$1.17M 0.01%
18,562
+4,496
907
$1.16M 0.01%
52,705
+16,116
908
$1.16M 0.01%
9,496
+2,871
909
$1.15M 0.01%
66,119
+12,998
910
$1.15M 0.01%
69,202
+14,307
911
$1.15M 0.01%
31,620
+12,106
912
$1.15M 0.01%
81,324
-325
913
$1.15M 0.01%
25,894
+2,248
914
$1.14M 0.01%
10,182
+2,231
915
$1.14M 0.01%
24,957
-870
916
$1.14M 0.01%
40,670
+824
917
$1.14M 0.01%
7,008
+395
918
$1.14M 0.01%
13,030
+3,087
919
$1.14M 0.01%
17,863
+1,541
920
$1.14M 0.01%
4,749
-671
921
$1.13M 0.01%
24,265
-1,596
922
$1.13M 0.01%
19,710
-93
923
$1.13M 0.01%
7,227
+932
924
$1.12M 0.01%
11,208
+3,964
925
$1.12M 0.01%
49,898
+3,453
35 36
37
38 39