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
1151
$903K 0.01%
23,905
+4,570
1152
$898K 0.01%
37,635
+4,834
1153
$897K 0.01%
23,749
+613
1154
$895K 0.01%
22,068
+4,465
1155
$895K 0.01%
26,222
+1,079
1156
$894K 0.01%
11,732
+81
1157
$891K 0.01%
65,018
-1,856
1158
$890K 0.01%
86,729
+6,787
1159
$889K 0.01%
12,727
+965
1160
$885K 0.01%
25,077
+6,600
1161
$884K 0.01%
82,898
-18,234
1162
$883K 0.01%
226,416
-53,132
1163
$883K 0.01%
50,124
+9,140
1164
$882K 0.01%
22,160
-130
1165
$882K 0.01%
124,360
+335
1166
$881K 0.01%
30,358
+2,827
1167
$881K 0.01%
52,421
+9,420
1168
$875K 0.01%
26,181
+12,585
1169
$874K 0.01%
32,742
+4,305
1170
$873K 0.01%
48,315
+1,402
1171
$872K 0.01%
30,988
+2,664
1172
$864K 0.01%
27,888
+2,810
1173
$863K 0.01%
21,645
-84
1174
$861K 0.01%
13,895
+2,104
1175
$859K 0.01%
34,045
+161
45 46
47
48 49