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
1076
$1.07M 0.01%
31,854
-3,000
1077
$1.06M 0.01%
13,198
-286
1078
$1.06M 0.01%
71,873
+14,777
1079
$1.06M 0.01%
58,435
+288
1080
$1.06M 0.01%
27,146
+5,788
1081
$1.06M 0.01%
13,441
+3,296
1082
$1.05M 0.01%
55,961
-14,769
1083
$1.04M 0.01%
125,860
+4,130
1084
$1.04M 0.01%
26,191
-231
1085
$1.04M 0.01%
21,734
+2,961
1086
$1.03M 0.01%
15,802
+1,567
1087
$1.03M 0.01%
29,043
+1,553
1088
$1.02M 0.01%
9,030
+459
1089
$1.02M 0.01%
25,576
+399
1090
$1.02M 0.01%
13,870
-3,385
1091
$1.02M 0.01%
16,654
-672
1092
$1.01M 0.01%
38,233
+5,342
1093
$1.01M 0.01%
72,230
+2,708
1094
$1.01M 0.01%
14,926
+3,139
1095
$1.01M 0.01%
33,956
-2,172
1096
$1.01M 0.01%
71,612
-503
1097
$1.01M 0.01%
15,505
-639
1098
$1.01M 0.01%
65,968
-14,440
1099
$1.01M 0.01%
+28,850
1100
$1M 0.01%
32,944
+4,114
42 43
44
45 46