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
$9.69B
AUM Growth
+$759M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,083
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$14.2M
3
+$12.2M
4
JNJ icon
Johnson & Johnson
JNJ
+$11.5M
5
MSFT icon
Microsoft
MSFT
+$10.8M

Top Sells

1
+$22.9M
2
+$12.6M
3
+$9.18M
4
MDT icon
Medtronic
MDT
+$7.51M
5
WMT icon
Walmart
WMT
+$5.61M

Sector Composition

1 Financials 17.71%
2 Healthcare 15.39%
3 Technology 14.43%
4 Industrials 8.61%
5 Consumer Staples 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$571K 0.01%
14,431
+1,079
1252
$568K 0.01%
17,917
-4,257
1253
$567K 0.01%
15,480
+1,330
1254
$564K 0.01%
3,684
-647
1255
$562K 0.01%
8,713
+1,506
1256
$562K 0.01%
10,343
+848
1257
$561K 0.01%
5,607
+478
1258
$559K 0.01%
5,322
+2,863
1259
$559K 0.01%
13,286
+1,907
1260
$558K 0.01%
5,828
+905
1261
$558K 0.01%
20,066
+4,391
1262
$557K 0.01%
7,150
+2,003
1263
$556K 0.01%
17,204
-189
1264
$554K 0.01%
45,141
+6,436
1265
$553K 0.01%
7,569
-1,140
1266
$551K 0.01%
6,810
-300
1267
$549K 0.01%
8,205
+1,137
1268
$548K 0.01%
14,470
+2,029
1269
$545K 0.01%
839
-33
1270
$544K 0.01%
13,684
+4,636
1271
$543K 0.01%
7,132
+1,547
1272
$542K 0.01%
3,960
+628
1273
$540K 0.01%
12,903
+1,959
1274
$539K 0.01%
2,324
-131
1275
$538K 0.01%
34,427
+3,604
49 50
51
52 53