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
1201
$238K 0.01%
+7,286
1202
$238K 0.01%
+4,626
1203
$237K 0.01%
+3,946
1204
$237K 0.01%
+31,242
1205
$236K 0.01%
+9,333
1206
$235K 0.01%
+32,699
1207
$234K 0.01%
+7,216
1208
$233K 0.01%
+7,554
1209
$233K 0.01%
+9,086
1210
$233K 0.01%
+4,880
1211
$233K 0.01%
+2,865
1212
$232K 0.01%
+5,307
1213
$232K 0.01%
+12,435
1214
$232K 0.01%
+5,476
1215
$232K 0.01%
+5,719
1216
$232K 0.01%
+4,761
1217
$232K 0.01%
+23,382
1218
$232K 0.01%
+16,384
1219
$230K 0.01%
+11,858
1220
$229K 0.01%
+4,584
1221
$229K 0.01%
+17,767
1222
$228K 0.01%
+10,842
1223
$228K 0.01%
+9,255
1224
$227K 0.01%
+10,855
1225
$226K 0.01%
+11,703
47 48
49
50 51