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
1176
$666K 0.01%
31,448
+5,872
1177
$665K 0.01%
38,602
+188
1178
$665K 0.01%
12,866
+2,126
1179
$662K 0.01%
7,220
-6
1180
$661K 0.01%
20,024
+3,792
1181
$660K 0.01%
27,885
+423
1182
$660K 0.01%
12,146
+26
1183
$659K 0.01%
12,503
+3,085
1184
$659K 0.01%
20,725
+2,408
1185
$659K 0.01%
14,674
+83
1186
$658K 0.01%
12,073
+1,709
1187
$657K 0.01%
17,449
-319
1188
$657K 0.01%
28,437
+4,597
1189
$657K 0.01%
79,525
+5,120
1190
$657K 0.01%
12,976
+5,630
1191
$653K 0.01%
173,245
+25,509
1192
$650K 0.01%
5,700
-495
1193
$650K 0.01%
11,817
+578
1194
$649K 0.01%
11,440
+2,036
1195
$649K 0.01%
7,858
+4,136
1196
$649K 0.01%
7,462
+443
1197
$647K 0.01%
18,968
+2,104
1198
$647K 0.01%
18,526
+4,038
1199
$647K 0.01%
7,432
+324
1200
$645K 0.01%
27,484
+1,758
46 47
48
49 50