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
951
$1.45M 0.01%
28,952
+5,488
952
$1.45M 0.01%
9,557
+668
953
$1.45M 0.01%
23,144
+1,903
954
$1.44M 0.01%
262,044
-78,211
955
$1.44M 0.01%
11,650
+532
956
$1.44M 0.01%
27,150
+2,501
957
$1.44M 0.01%
26,773
+1,406
958
$1.43M 0.01%
1,144
-15
959
$1.43M 0.01%
63,818
+3,441
960
$1.43M 0.01%
8,356
+517
961
$1.43M 0.01%
16,934
+2,264
962
$1.43M 0.01%
23,905
+120
963
$1.43M 0.01%
28,415
+295
964
$1.42M 0.01%
20,563
+623
965
$1.41M 0.01%
67,539
+12,210
966
$1.41M 0.01%
25,898
+1,774
967
$1.41M 0.01%
8,676
+535
968
$1.4M 0.01%
62,507
-387
969
$1.39M 0.01%
41,151
-389
970
$1.39M 0.01%
9,042
+434
971
$1.39M 0.01%
67,685
-3,320
972
$1.38M 0.01%
3,234
-378
973
$1.38M 0.01%
138,930
-21,534
974
$1.38M 0.01%
2,264
-143
975
$1.38M 0.01%
51,079
-17,360
37 38
39
40 41