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
1026
$1.2M 0.01%
11,734
+7,429
1027
$1.2M 0.01%
33,791
-12,941
1028
$1.19M 0.01%
67,885
+8,160
1029
$1.19M 0.01%
69,131
+7,665
1030
$1.19M 0.01%
46,816
+3,984
1031
$1.19M 0.01%
11,747
+2,549
1032
$1.18M 0.01%
+50,156
1033
$1.18M 0.01%
48,248
+13,608
1034
$1.18M 0.01%
20,263
+248
1035
$1.18M 0.01%
29,561
+3,692
1036
$1.16M 0.01%
18,107
+323
1037
$1.16M 0.01%
33,875
+452
1038
$1.16M 0.01%
22,248
+6,261
1039
$1.15M 0.01%
22,878
-591
1040
$1.15M 0.01%
15,472
+158
1041
$1.15M 0.01%
39,660
+15,924
1042
$1.15M 0.01%
29,951
+1,517
1043
$1.15M 0.01%
64,319
+502
1044
$1.15M 0.01%
20,597
+5,238
1045
$1.15M 0.01%
66,138
+7,564
1046
$1.15M 0.01%
17,309
-289
1047
$1.14M 0.01%
12,479
+450
1048
$1.13M 0.01%
10,389
+1,618
1049
$1.13M 0.01%
16,350
+1,447
1050
$1.13M 0.01%
23,254
+1,268
40 41
42
43 44