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
1001
$1.25M 0.01%
41,889
+588
1002
$1.25M 0.01%
20,888
+1,159
1003
$1.24M 0.01%
42,016
-862
1004
$1.24M 0.01%
55,257
+33,281
1005
$1.24M 0.01%
71,176
+3,103
1006
$1.24M 0.01%
19,838
+833
1007
$1.24M 0.01%
25,171
+630
1008
$1.23M 0.01%
13,900
+485
1009
$1.23M 0.01%
30,944
+3,408
1010
$1.23M 0.01%
14,743
-95
1011
$1.23M 0.01%
13,951
+212
1012
$1.22M 0.01%
61,995
+4,614
1013
$1.22M 0.01%
184,423
-194,017
1014
$1.22M 0.01%
37,543
+1,174
1015
$1.22M 0.01%
164,595
+18,230
1016
$1.22M 0.01%
37,145
+1,783
1017
$1.21M 0.01%
86,607
+16,458
1018
$1.21M 0.01%
48,184
+11,841
1019
$1.21M 0.01%
360,799
+33,037
1020
$1.2M 0.01%
137,951
-1,849
1021
$1.2M 0.01%
38,728
+1,815
1022
$1.2M 0.01%
53,096
+1,267
1023
$1.2M 0.01%
17,948
+1,509
1024
$1.2M 0.01%
17,153
+1,697
1025
$1.2M 0.01%
30,531
+4,275
39 40
41
42 43