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
101
$31.2M 0.23%
259,289
+24,159
102
$30.7M 0.22%
413,429
+19,883
103
$30.2M 0.22%
472,611
+10,994
104
$30M 0.22%
376,495
+20,130
105
$29.7M 0.21%
94,817
+5,454
106
$29.6M 0.21%
128,664
+23,562
107
$29.6M 0.21%
930,380
+59,185
108
$28.5M 0.21%
225,658
+6,349
109
$28.3M 0.2%
136,782
+6,528
110
$28.3M 0.2%
741,074
+23,772
111
$28.2M 0.2%
442,120
-2,506
112
$28M 0.2%
436,620
+20,059
113
$27.1M 0.2%
168,140
+6,565
114
$27M 0.2%
638,029
+101,414
115
$26.4M 0.19%
228,770
-3,991
116
$26.3M 0.19%
794,172
-44,677
117
$26.2M 0.19%
326,980
+2,718
118
$25.8M 0.19%
478,082
+37,914
119
$25.2M 0.18%
276,217
+13,721
120
$25.2M 0.18%
200,901
-17,339
121
$25.1M 0.18%
143,377
+3,619
122
$25.1M 0.18%
231,421
+12,297
123
$25M 0.18%
129,204
+3,712
124
$25M 0.18%
502,716
+58,547
125
$25M 0.18%
1,101,381
+44,732
3 4
5
6 7