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
1101
$999K 0.01%
97,018
1102
$990K 0.01%
29,484
+6,616
1103
$989K 0.01%
46,153
-3,886
1104
$987K 0.01%
77,171
-15,114
1105
$986K 0.01%
85,072
-20,477
1106
$985K 0.01%
8,759
+1,038
1107
$983K 0.01%
25,470
+1,492
1108
$982K 0.01%
16,503
+1,168
1109
$981K 0.01%
9,570
+1,188
1110
$980K 0.01%
11,244
+708
1111
$976K 0.01%
52,723
+21,368
1112
$976K 0.01%
54,775
+10,577
1113
$975K 0.01%
18,763
+2,296
1114
$972K 0.01%
23,116
-805
1115
$972K 0.01%
34,213
+11,243
1116
$968K 0.01%
44,871
+4,181
1117
$967K 0.01%
31,998
+1,748
1118
$966K 0.01%
68,096
+17,572
1119
$965K 0.01%
34,155
+74
1120
$962K 0.01%
118,441
-4,142
1121
$957K 0.01%
14,655
-12,065
1122
$957K 0.01%
73,598
+23,211
1123
$956K 0.01%
61,196
+1,371
1124
$956K 0.01%
28,590
+1,839
1125
$955K 0.01%
11,676
+263
43 44
45
46 47