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
1226
$225K 0.01%
+14,501
1227
$225K 0.01%
+13,016
1228
$225K 0.01%
+4,517
1229
$225K 0.01%
+5,902
1230
$225K 0.01%
+13,156
1231
$224K 0.01%
+7,848
1232
$224K 0.01%
+6,466
1233
$223K 0.01%
+47,192
1234
$223K 0.01%
+216,947
1235
$223K 0.01%
+2,685
1236
$222K 0.01%
+3,501
1237
$222K 0.01%
+4,775
1238
$221K 0.01%
+7,973
1239
$221K 0.01%
+13,215
1240
$220K 0.01%
+13,994
1241
$220K 0.01%
+6,389
1242
$219K 0.01%
+5,446
1243
$219K 0.01%
+2,608
1244
$217K 0.01%
+4,355
1245
$217K 0.01%
+16,099
1246
$217K 0.01%
+15,300
1247
$217K 0.01%
+14,085
1248
$217K 0.01%
+14,537
1249
$217K 0.01%
+8,541
1250
$216K 0.01%
+8,094
48 49
50
51 52