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
76
$27.6M 0.29%
284,214
+21,119
77
$27.6M 0.29%
271,648
-19,260
78
$27.6M 0.29%
887,796
+28,378
79
$27.2M 0.28%
89,678
-2,972
80
$27M 0.28%
309,341
+21,782
81
$26.3M 0.27%
194,884
+15,918
82
$25.6M 0.26%
302,830
+29,820
83
$25.1M 0.26%
406,192
+32,386
84
$24.9M 0.26%
279,529
+26,894
85
$24.5M 0.25%
398,277
+36,354
86
$24.1M 0.25%
310,535
+25,795
87
$24M 0.25%
366,742
+11,874
88
$23.9M 0.25%
356,913
+12,266
89
$23.8M 0.25%
401,944
+97,886
90
$23.7M 0.25%
653,489
+16,461
91
$23.4M 0.24%
569,165
+62,185
92
$23.3M 0.24%
141,836
+9,539
93
$22.8M 0.23%
441,685
+6,272
94
$22.7M 0.23%
101,020
+8,335
95
$22.4M 0.23%
231,509
-3,950
96
$22.4M 0.23%
882,223
+113,791
97
$22.2M 0.23%
3,075,913
+367,227
98
$22.2M 0.23%
238,815
+21,052
99
$22.1M 0.23%
2,484,376
+500,243
100
$21.9M 0.23%
172,157
+8,838
2 3
4
5 6