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
1126
$953K 0.01%
18,814
+7,294
1127
$953K 0.01%
37,163
-301
1128
$950K 0.01%
23,022
+1,545
1129
$947K 0.01%
51,470
-6,607
1130
$947K 0.01%
27,865
-17,215
1131
$946K 0.01%
40,252
-136
1132
$946K 0.01%
45,342
-1,414
1133
$941K 0.01%
19,310
+2,830
1134
$939K 0.01%
29,736
+5,532
1135
$939K 0.01%
49,773
-1,427
1136
$934K 0.01%
53,751
+20,922
1137
$931K 0.01%
7,048
-197
1138
$924K 0.01%
143,952
+7,664
1139
$924K 0.01%
17,192
+544
1140
$923K 0.01%
40,718
-4,535
1141
$919K 0.01%
21,882
+51
1142
$917K 0.01%
28,773
+4,142
1143
$915K 0.01%
18,402
+5,428
1144
$914K 0.01%
24,959
+30
1145
$911K 0.01%
4,438
+373
1146
$908K 0.01%
23,713
+1,464
1147
$908K 0.01%
73,816
+8,215
1148
$908K 0.01%
19,210
+1,748
1149
$906K 0.01%
19,270
+1,220
1150
$903K 0.01%
12,983
+1,248
44 45
46
47 48