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
1151
$685K 0.01%
36,515
-317
1152
$685K 0.01%
5,617
+520
1153
$684K 0.01%
34,413
+3,170
1154
$684K 0.01%
34,718
+752
1155
$684K 0.01%
2,720
+157
1156
$684K 0.01%
18,891
+7,773
1157
$684K 0.01%
19,744
+2,064
1158
$681K 0.01%
23,688
+6,873
1159
$680K 0.01%
13,909
+2,966
1160
$679K 0.01%
14,384
-1,041
1161
$678K 0.01%
11,970
-594
1162
$677K 0.01%
11,496
+1,365
1163
$677K 0.01%
33,422
-6,454
1164
$675K 0.01%
11,456
+893
1165
$675K 0.01%
21,403
-91
1166
$673K 0.01%
3,738
+1,601
1167
$673K 0.01%
20,087
+2,946
1168
$673K 0.01%
11,125
+3,864
1169
$672K 0.01%
33,768
-28,305
1170
$669K 0.01%
5,577
+2,630
1171
$669K 0.01%
16,792
+1,880
1172
$669K 0.01%
18,564
+7,005
1173
$668K 0.01%
10,479
+2,822
1174
$668K 0.01%
77,174
+55,964
1175
$668K 0.01%
20,655
+74
45 46
47
48 49