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
1176
$858K 0.01%
34,959
+6,668
1177
$854K 0.01%
49,702
+2,240
1178
$852K 0.01%
12,683
+403
1179
$849K 0.01%
17,655
-1,377
1180
$848K 0.01%
151,396
1181
$847K 0.01%
12,004
+1,254
1182
$845K 0.01%
23,318
+607
1183
$844K 0.01%
24,702
-136
1184
$843K 0.01%
37,262
+1,054
1185
$843K 0.01%
27,555
+2,441
1186
$838K 0.01%
6,633
+320
1187
$837K 0.01%
11,513
+708
1188
$836K 0.01%
33,906
-39,645
1189
$836K 0.01%
50,694
-30
1190
$835K 0.01%
16,980
+1,543
1191
$831K 0.01%
13,050
+2,215
1192
$829K 0.01%
39,533
+1,325
1193
$826K 0.01%
188,576
-48,661
1194
$826K 0.01%
6,044
+588
1195
$825K 0.01%
21,386
-13,314
1196
$823K 0.01%
11,639
+2,698
1197
$822K 0.01%
17,823
+3,006
1198
$820K 0.01%
15,745
+314
1199
$820K 0.01%
24,065
+1,746
1200
$817K 0.01%
6,896
-1,240
46 47
48
49 50