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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$253K 0.01%
+3,360
1177
$252K 0.01%
+14,354
1178
$251K 0.01%
+8,941
1179
$250K 0.01%
+136
1180
$249K 0.01%
+9,268
1181
$249K 0.01%
+7,437
1182
$249K 0.01%
+13,937
1183
$249K 0.01%
+5,360
1184
$248K 0.01%
+4,435
1185
$248K 0.01%
+4,576
1186
$247K 0.01%
+116,372
1187
$247K 0.01%
+5,398
1188
$247K 0.01%
+25,962
1189
$246K 0.01%
+4,409
1190
$246K 0.01%
+2,453
1191
$245K 0.01%
+9,381
1192
$245K 0.01%
+80,805
1193
$244K 0.01%
+13,370
1194
$244K 0.01%
+8,416
1195
$242K 0.01%
+40,635
1196
$241K 0.01%
+3,351
1197
$239K 0.01%
+11,487
1198
$239K 0.01%
+11,127
1199
$238K 0.01%
+5,981
1200
$238K 0.01%
+1,237
46 47
48
49 50