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
1026
$886K 0.01%
53,772
+20,376
1027
$885K 0.01%
58,972
+10,454
1028
$885K 0.01%
30,108
+6,014
1029
$884K 0.01%
31,171
+11,247
1030
$884K 0.01%
32,343
-3,511
1031
$882K 0.01%
6,509
+453
1032
$877K 0.01%
47,797
+2,238
1033
$877K 0.01%
38,361
+8,088
1034
$876K 0.01%
7,737
+188
1035
$874K 0.01%
139,204
-736
1036
$873K 0.01%
21,547
+1,128
1037
$868K 0.01%
53,570
+27,843
1038
$867K 0.01%
23,443
-12,613
1039
$866K 0.01%
63,664
+2,333
1040
$864K 0.01%
46,667
-18,394
1041
$864K 0.01%
+56,146
1042
$863K 0.01%
7,255
+964
1043
$862K 0.01%
72,290
+3,003
1044
$862K 0.01%
23,519
+1,770
1045
$862K 0.01%
21,942
+276
1046
$861K 0.01%
7,590
+2,393
1047
$861K 0.01%
12,550
+3,266
1048
$860K 0.01%
22,341
+3,685
1049
$859K 0.01%
15,087
+465
1050
$859K 0.01%
74,282
+52,638
40 41
42
43 44