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
926
$1.57M 0.01%
29,620
+1,595
927
$1.57M 0.01%
30,848
+5,348
928
$1.57M 0.01%
16,684
-3,997
929
$1.56M 0.01%
89,540
+16,769
930
$1.56M 0.01%
35,135
+923
931
$1.55M 0.01%
54,224
+4,481
932
$1.55M 0.01%
31,092
-476
933
$1.54M 0.01%
101,553
-4,266
934
$1.54M 0.01%
30,060
+70
935
$1.53M 0.01%
18,398
-4,790
936
$1.53M 0.01%
20,675
-878
937
$1.52M 0.01%
46,378
-358
938
$1.51M 0.01%
29,104
+2,381
939
$1.5M 0.01%
47,419
+1,987
940
$1.5M 0.01%
36,306
+1,356
941
$1.5M 0.01%
40,262
+6,476
942
$1.49M 0.01%
26,188
+2,894
943
$1.49M 0.01%
24,785
-298
944
$1.49M 0.01%
95,441
+9,995
945
$1.49M 0.01%
22,418
+4,085
946
$1.47M 0.01%
41,422
-2,758
947
$1.47M 0.01%
52,516
-2,547
948
$1.47M 0.01%
24,021
-339
949
$1.46M 0.01%
24,846
+2,193
950
$1.45M 0.01%
28,590
+641
36 37
38
39 40