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
1126
$727K 0.01%
34,425
-18,407
1127
$726K 0.01%
35,816
+4,433
1128
$726K 0.01%
9,128
+274
1129
$724K 0.01%
21,549
+3,654
1130
$722K 0.01%
43,986
+4,413
1131
$722K 0.01%
14,662
+2,089
1132
$713K 0.01%
2,322
-1,662
1133
$713K 0.01%
13,350
+946
1134
$712K 0.01%
17,267
+2,983
1135
$707K 0.01%
11,857
+11
1136
$706K 0.01%
8,027
-1,962
1137
$705K 0.01%
13,085
+1,437
1138
$704K 0.01%
25,097
+368
1139
$701K 0.01%
40,501
-2,124
1140
$701K 0.01%
9,315
+2,386
1141
$700K 0.01%
23,416
-8,500
1142
$698K 0.01%
1,844
+312
1143
$697K 0.01%
13,183
+293
1144
$696K 0.01%
17,966
-2,880
1145
$695K 0.01%
4,613
+1,677
1146
$691K 0.01%
10,291
+1,741
1147
$691K 0.01%
11,671
+2,459
1148
$690K 0.01%
37,875
-12,374
1149
$688K 0.01%
33,036
+232
1150
$686K 0.01%
22,268
+6,604
44 45
46
47 48