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
951
$1.03M 0.01%
24,485
+817
952
$1.03M 0.01%
16,060
-480
953
$1.03M 0.01%
22,470
+1,650
954
$1.03M 0.01%
25,686
-355
955
$1.03M 0.01%
12,851
+652
956
$1.03M 0.01%
49,511
-586
957
$1.02M 0.01%
+6,612
958
$1.01M 0.01%
50,300
+2,850
959
$1.01M 0.01%
44,776
-4,174
960
$1.01M 0.01%
13,631
+3,759
961
$1.01M 0.01%
37,743
+12,534
962
$1.01M 0.01%
36,612
-664
963
$1.01M 0.01%
59,963
+33,812
964
$1.01M 0.01%
29,136
+364
965
$1.01M 0.01%
34,764
+3,840
966
$1.01M 0.01%
102,891
+857
967
$1M 0.01%
23,960
+1,440
968
$1M 0.01%
21,550
+6,053
969
$1M 0.01%
21,637
-7,057
970
$1M 0.01%
29,042
+649
971
$1M 0.01%
26,895
+194
972
$991K 0.01%
60,179
-48
973
$991K 0.01%
36,553
+13,506
974
$991K 0.01%
572,796
+47,770
975
$989K 0.01%
50,132
+8,735
37 38
39
40 41