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
1201
$817K 0.01%
8,649
+313
1202
$815K 0.01%
23,660
+3,163
1203
$814K 0.01%
15,740
-28
1204
$811K 0.01%
27,368
-9,143
1205
$810K 0.01%
6,918
+796
1206
$809K 0.01%
30,596
+3,236
1207
$806K 0.01%
10,339
+478
1208
$804K 0.01%
37,135
+1,401
1209
$803K 0.01%
13,563
+4,889
1210
$802K 0.01%
37,965
+7,312
1211
$796K 0.01%
57,751
+4,489
1212
$794K 0.01%
28,489
-4,551
1213
$793K 0.01%
36,235
+5,055
1214
$791K 0.01%
59,979
+6,966
1215
$789K 0.01%
10,661
+43
1216
$787K 0.01%
45,686
+8,285
1217
$787K 0.01%
13,978
+249
1218
$785K 0.01%
14,664
+8,914
1219
$784K 0.01%
40,784
+17,684
1220
$783K 0.01%
51,720
+23,111
1221
$781K 0.01%
96,320
+7,978
1222
$781K 0.01%
84,635
+15,929
1223
$780K 0.01%
28,349
-15,131
1224
$776K 0.01%
13,060
+180
1225
$776K 0.01%
5,841
+201
47 48
49
50 51