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
1051
$855K 0.01%
24,122
+4,854
1052
$854K 0.01%
17,567
+6,477
1053
$853K 0.01%
48,071
+3,688
1054
$851K 0.01%
26,423
-670
1055
$850K 0.01%
6,571
-679
1056
$849K 0.01%
11,570
-150
1057
$841K 0.01%
28,566
+539
1058
$841K 0.01%
29,401
+2,974
1059
$841K 0.01%
15,770
+927
1060
$840K 0.01%
40,378
-75
1061
$840K 0.01%
38,019
+7,276
1062
$839K 0.01%
4,800
+875
1063
$838K 0.01%
54,264
+14,583
1064
$837K 0.01%
23,386
+230
1065
$832K 0.01%
5,778
+400
1066
$830K 0.01%
19,130
+1,129
1067
$829K 0.01%
9,402
+2,048
1068
$828K 0.01%
15,582
+1,436
1069
$826K 0.01%
14,272
+2,115
1070
$825K 0.01%
52,066
-3,653
1071
$820K 0.01%
117,443
+12,796
1072
$820K 0.01%
26,604
+1,316
1073
$819K 0.01%
4
1074
$816K 0.01%
15,909
-1,728
1075
$816K 0.01%
21,827
+730
41 42
43
44 45