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
76
$37.9M 0.27%
248,223
+4,973
77
$37.8M 0.27%
637,780
+33,041
78
$37.8M 0.27%
157,477
-1,220
79
$37.7M 0.27%
500,425
+89,319
80
$37M 0.27%
682,896
+16,963
81
$36.8M 0.27%
857,960
-12,640
82
$36.3M 0.26%
1,105,789
+46,539
83
$35.6M 0.26%
325,662
+26,345
84
$35.4M 0.26%
509,997
+35,117
85
$35.2M 0.25%
549,905
+20,704
86
$34.5M 0.25%
888,690
+33,174
87
$34.3M 0.25%
343,000
-31,452
88
$34M 0.25%
630,465
-132,261
89
$33.6M 0.24%
897,460
+51,042
90
$33.5M 0.24%
1,055,145
+104,249
91
$33.2M 0.24%
22,555
+542
92
$33.1M 0.24%
505,308
+3,410
93
$32.8M 0.24%
739,007
+6,871
94
$32.6M 0.24%
450,833
-10,907
95
$32.3M 0.23%
685,976
+42,852
96
$32.1M 0.23%
243,625
-1,809
97
$32M 0.23%
235,090
+53,214
98
$31.8M 0.23%
394,152
+42,380
99
$31.4M 0.23%
714,835
+26,536
100
$31.4M 0.23%
1,508,426
-211,394
2 3
4
5 6