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 14.95%
3 Healthcare 13.94%
4 Consumer Staples 9.08%
5 Industrials 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$773K 0.01%
12,991
+178
1227
$772K 0.01%
23,035
+7,582
1228
$771K 0.01%
13,628
+1,209
1229
$768K 0.01%
22,152
+3,758
1230
$767K 0.01%
18,833
+646
1231
$767K 0.01%
25,971
+1,282
1232
$767K 0.01%
42,872
-10,853
1233
$766K 0.01%
26,717
+4,396
1234
$766K 0.01%
11,070
+1,265
1235
$766K 0.01%
17,000
+646
1236
$764K 0.01%
25,918
+10,016
1237
$763K 0.01%
86,420
+53,179
1238
$762K 0.01%
42,861
-6,390
1239
$761K 0.01%
62,161
+4,505
1240
$759K 0.01%
3,381
+1,908
1241
$758K 0.01%
7,509
+800
1242
$753K 0.01%
10,846
+843
1243
$750K 0.01%
133,457
-4,150
1244
$750K 0.01%
32,818
+460
1245
$748K 0.01%
19,297
+3,172
1246
$745K 0.01%
45,585
+7,527
1247
$744K 0.01%
64,430
+22,935
1248
$744K 0.01%
31,651
+2,455
1249
$743K 0.01%
43,298
+2,618
1250
$741K 0.01%
19,482
+3,163
48 49
50
51 52