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
901
$1.69M 0.01%
81,577
+23,998
902
$1.69M 0.01%
45,921
+1,171
903
$1.68M 0.01%
26,817
-1,420
904
$1.67M 0.01%
32,288
-3,589
905
$1.67M 0.01%
44,770
+3,789
906
$1.67M 0.01%
58,306
+4,390
907
$1.66M 0.01%
38,284
+5,454
908
$1.66M 0.01%
31,838
+512
909
$1.66M 0.01%
71,704
+2,433
910
$1.66M 0.01%
16,662
+3,434
911
$1.66M 0.01%
82,295
+26,203
912
$1.65M 0.01%
57,969
-347
913
$1.64M 0.01%
52,189
+5,664
914
$1.63M 0.01%
20,111
-6,075
915
$1.63M 0.01%
64,153
+6,912
916
$1.62M 0.01%
19,323
+567
917
$1.61M 0.01%
22,001
+10,086
918
$1.61M 0.01%
21,399
+2,875
919
$1.61M 0.01%
39,376
-9,549
920
$1.61M 0.01%
14,546
+1,035
921
$1.59M 0.01%
113,995
-6,468
922
$1.59M 0.01%
131,245
-16,343
923
$1.59M 0.01%
16,470
+2,601
924
$1.59M 0.01%
62,027
-404
925
$1.57M 0.01%
53,693
+11,784
35 36
37
38 39