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
1101
$776K 0.01%
28,757
+6,284
1102
$776K 0.01%
122,810
+712
1103
$775K 0.01%
32,304
+16,663
1104
$774K 0.01%
160,336
+1,023
1105
$770K 0.01%
58,429
+4,699
1106
$767K 0.01%
13,292
-6,002
1107
$763K 0.01%
13,922
+4,172
1108
$763K 0.01%
4,568
+1,511
1109
$762K 0.01%
10,499
+2,269
1110
$758K 0.01%
8,835
+1,488
1111
$757K 0.01%
9,534
+1,682
1112
$754K 0.01%
21,881
+5,040
1113
$748K 0.01%
19,186
+1,008
1114
$748K 0.01%
16,734
+1,296
1115
$745K 0.01%
22,800
+604
1116
$744K 0.01%
9,164
+222
1117
$741K 0.01%
10,530
+2,024
1118
$740K 0.01%
43,530
-10
1119
$740K 0.01%
9,965
+1,411
1120
$739K 0.01%
20,202
+1,245
1121
$739K 0.01%
35,164
-6,094
1122
$738K 0.01%
6,995
+965
1123
$738K 0.01%
23,493
+8,487
1124
$737K 0.01%
15,577
+4,966
1125
$728K 0.01%
15,243
+650
43 44
45
46 47