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
926
$1.12M 0.01%
48,699
-1,390
927
$1.12M 0.01%
17,878
+2,762
928
$1.11M 0.01%
64,894
+7,266
929
$1.1M 0.01%
55,337
+3,234
930
$1.1M 0.01%
26,794
+6,106
931
$1.1M 0.01%
15,119
+1,873
932
$1.1M 0.01%
34,681
+5,590
933
$1.1M 0.01%
75,008
-6,932
934
$1.1M 0.01%
119,997
-171,443
935
$1.09M 0.01%
13,336
+1,575
936
$1.08M 0.01%
57,666
+4,801
937
$1.08M 0.01%
59,089
+7,172
938
$1.08M 0.01%
51,124
+2,358
939
$1.07M 0.01%
42,307
+800
940
$1.07M 0.01%
35,380
+614
941
$1.07M 0.01%
12,436
+3,909
942
$1.06M 0.01%
7,298
+925
943
$1.06M 0.01%
22,791
+1,181
944
$1.06M 0.01%
44,245
+4,336
945
$1.06M 0.01%
24,699
+260
946
$1.06M 0.01%
17,353
+1,718
947
$1.05M 0.01%
74,860
-6,355
948
$1.04M 0.01%
21,161
+1,644
949
$1.04M 0.01%
42,375
+26,161
950
$1.03M 0.01%
21,562
+2,106
36 37
38
39 40