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
1276
$206K ﹤0.01%
+4,367
1277
$206K ﹤0.01%
+6,307
1278
$205K ﹤0.01%
+24,057
1279
$204K ﹤0.01%
+3,515
1280
$204K ﹤0.01%
+1,453
1281
$204K ﹤0.01%
+5,125
1282
$204K ﹤0.01%
+27,147
1283
$204K ﹤0.01%
+9,141
1284
$203K ﹤0.01%
+3,585
1285
$203K ﹤0.01%
+10,916
1286
$203K ﹤0.01%
+3,035
1287
$203K ﹤0.01%
+34,272
1288
$202K ﹤0.01%
+10,496
1289
$202K ﹤0.01%
+4,018
1290
$202K ﹤0.01%
+7,848
1291
$202K ﹤0.01%
+4,224
1292
$201K ﹤0.01%
+11,763
1293
$199K ﹤0.01%
+11,419
1294
$198K ﹤0.01%
+19,489
1295
$193K ﹤0.01%
+11,861
1296
$192K ﹤0.01%
+10,507
1297
$191K ﹤0.01%
+37,392
1298
$188K ﹤0.01%
+3,212
1299
$187K ﹤0.01%
+49,440
1300
$185K ﹤0.01%
+10,834
50 51
52
53 54