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
1276
$538K 0.01%
19,193
+686
1277
$538K 0.01%
12,323
+3,807
1278
$537K 0.01%
28,923
+12,978
1279
$536K 0.01%
26,259
+1,900
1280
$535K 0.01%
7,385
+412
1281
$534K 0.01%
12,480
+1,985
1282
$533K 0.01%
8,323
+259
1283
$532K 0.01%
72,194
+28,259
1284
$532K 0.01%
21,607
+2,818
1285
$532K 0.01%
12,524
+332
1286
$530K 0.01%
12,589
-6,241
1287
$530K 0.01%
34,661
+1,517
1288
$529K 0.01%
9,638
+2,371
1289
$529K 0.01%
10,035
+3,578
1290
$524K 0.01%
25,427
+1,524
1291
$523K 0.01%
21,022
+566
1292
$522K 0.01%
13,483
+74
1293
$522K 0.01%
16,187
+241
1294
$521K 0.01%
15,896
+4,346
1295
$521K 0.01%
53,317
-472
1296
$520K 0.01%
21,046
-6,642
1297
$519K 0.01%
15,702
+5,068
1298
$519K 0.01%
33,218
-10,360
1299
$518K 0.01%
15,688
+712
1300
$517K 0.01%
37,084
+5,100
50 51
52
53 54