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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$396K 0.01%
+2,132
977
$395K 0.01%
+10,108
978
$395K 0.01%
+5,131
979
$395K 0.01%
+4,366
980
$395K 0.01%
+40,323
981
$394K 0.01%
+14,392
982
$394K 0.01%
+128,469
983
$393K 0.01%
+18,335
984
$392K 0.01%
+10,006
985
$392K 0.01%
+11,744
986
$392K 0.01%
+8,514
987
$390K 0.01%
+18,802
988
$389K 0.01%
+3,724
989
$388K 0.01%
+8,176
990
$388K 0.01%
+9,713
991
$386K 0.01%
+18,963
992
$384K 0.01%
+5,859
993
$384K 0.01%
+96,751
994
$383K 0.01%
+8,070
995
$383K 0.01%
+19,852
996
$383K 0.01%
+18,892
997
$379K 0.01%
+5,122
998
$378K 0.01%
+15,823
999
$377K 0.01%
+11,348
1000
$377K 0.01%
+42,089
38 39
40
41 42