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
976
$1.37M 0.01%
141,809
-5,159
977
$1.37M 0.01%
30,052
-714
978
$1.37M 0.01%
12,679
+1,103
979
$1.37M 0.01%
25,307
+2,005
980
$1.36M 0.01%
42,342
+8,541
981
$1.36M 0.01%
43,196
+12,543
982
$1.35M 0.01%
238,892
-149,989
983
$1.35M 0.01%
110,966
+34,610
984
$1.35M 0.01%
25,717
+509
985
$1.33M 0.01%
21,082
-8,112
986
$1.32M 0.01%
25,483
+2,080
987
$1.31M 0.01%
18,428
+1,371
988
$1.3M 0.01%
96,414
+5,745
989
$1.3M 0.01%
250,588
-2,366
990
$1.3M 0.01%
24,070
-1,595
991
$1.3M 0.01%
27,783
-1,038
992
$1.29M 0.01%
47,595
+9,954
993
$1.29M 0.01%
19,523
+373
994
$1.29M 0.01%
43,231
+9,020
995
$1.29M 0.01%
16,209
-95
996
$1.29M 0.01%
118,553
+6,042
997
$1.28M 0.01%
15,241
+1,506
998
$1.27M 0.01%
50,913
+4,592
999
$1.26M 0.01%
16,333
+712
1000
$1.26M 0.01%
47,225
+22,130
38 39
40
41 42