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
976
$984K 0.01%
10,274
+953
977
$982K 0.01%
1,361
+197
978
$982K 0.01%
17,200
+3,440
979
$980K 0.01%
16,588
+3,387
980
$978K 0.01%
51,378
+878
981
$975K 0.01%
221,580
+135,090
982
$972K 0.01%
33,372
+3,132
983
$971K 0.01%
7,548
+1,612
984
$969K 0.01%
12,814
+1,117
985
$967K 0.01%
63,496
-1,153
986
$964K 0.01%
16,708
-469
987
$963K 0.01%
25,823
+2,775
988
$961K 0.01%
14,614
+328
989
$955K 0.01%
15,164
+1,919
990
$955K 0.01%
30,074
+1,690
991
$955K 0.01%
16,361
+1,225
992
$953K 0.01%
38,732
+628
993
$951K 0.01%
17,209
+5,394
994
$951K 0.01%
12,399
+5,312
995
$949K 0.01%
17,261
-92
996
$946K 0.01%
8,740
+1,293
997
$943K 0.01%
21,048
+2,568
998
$942K 0.01%
14,001
+194
999
$938K 0.01%
14,381
+585
1000
$938K 0.01%
67,369
-5,574
38 39
40
41 42