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
1051
$1.13M 0.01%
19,076
+754
1052
$1.12M 0.01%
28,761
+851
1053
$1.12M 0.01%
19,441
+1,129
1054
$1.12M 0.01%
20,042
+1,274
1055
$1.12M 0.01%
51,127
+6,447
1056
$1.11M 0.01%
149,109
+33,268
1057
$1.11M 0.01%
30,371
+2,059
1058
$1.11M 0.01%
10,327
+206
1059
$1.11M 0.01%
11,518
+1,303
1060
$1.11M 0.01%
23,523
+680
1061
$1.11M 0.01%
13,996
+654
1062
$1.1M 0.01%
24,053
+2,376
1063
$1.1M 0.01%
14,206
+1
1064
$1.09M 0.01%
47,835
+2,019
1065
$1.09M 0.01%
14,768
+352
1066
$1.08M 0.01%
5
+1
1067
$1.08M 0.01%
27,736
+1,451
1068
$1.08M 0.01%
11,420
+630
1069
$1.08M 0.01%
8,653
+704
1070
$1.08M 0.01%
18,711
+1,813
1071
$1.08M 0.01%
30,663
+2,878
1072
$1.07M 0.01%
408
-26
1073
$1.07M 0.01%
37,885
+2,754
1074
$1.07M 0.01%
122,952
-11,443
1075
$1.07M 0.01%
22,827
-2,881
41 42
43
44 45