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
1251
$215K 0.01%
+6,734
1252
$215K 0.01%
+7,158
1253
$215K 0.01%
+6,771
1254
$215K 0.01%
+15,411
1255
$214K 0.01%
+7,469
1256
$214K 0.01%
+5,402
1257
$214K 0.01%
+5,903
1258
$214K 0.01%
+8,706
1259
$213K 0.01%
+2,593
1260
$213K 0.01%
+8,418
1261
$212K 0.01%
+14,000
1262
$212K 0.01%
+10,062
1263
$212K 0.01%
+9,283
1264
$211K 0.01%
+4,955
1265
$211K 0.01%
+22,408
1266
$211K 0.01%
+12,994
1267
$210K 0.01%
+9,084
1268
$210K 0.01%
+9,058
1269
$209K 0.01%
+38,474
1270
$209K 0.01%
+5,518
1271
$208K ﹤0.01%
+5,618
1272
$208K ﹤0.01%
+7,080
1273
$208K ﹤0.01%
+9,297
1274
$207K ﹤0.01%
+12,538
1275
$206K ﹤0.01%
+7,684
49 50
51
52 53