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
1251
$740K 0.01%
560,333
+17,677
1252
$739K 0.01%
27,136
-96
1253
$738K 0.01%
126,402
+13,326
1254
$735K 0.01%
7,699
+731
1255
$732K 0.01%
18,283
-10,150
1256
$731K 0.01%
1,703
-1,025
1257
$730K 0.01%
25,653
+8,024
1258
$729K 0.01%
10,865
+569
1259
$729K 0.01%
29,463
-159
1260
$728K 0.01%
41,048
+7,790
1261
$726K 0.01%
27,792
1262
$723K 0.01%
223,816
+3,001
1263
$714K 0.01%
2,770
+970
1264
$711K 0.01%
11,886
-49
1265
$710K 0.01%
8,762
+3,201
1266
$710K 0.01%
8,959
+564
1267
$708K 0.01%
18,184
+1,070
1268
$708K 0.01%
32,247
-35
1269
$707K 0.01%
12,882
+1,406
1270
$706K 0.01%
36,062
+206
1271
$705K 0.01%
17,089
+2,654
1272
$704K 0.01%
29,415
+1,847
1273
$703K 0.01%
24,822
+3,323
1274
$702K 0.01%
52,920
+5,018
1275
$700K 0.01%
31,968
+4,696
49 50
51
52 53