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
1276
$700K 0.01%
4,258
-315
1277
$699K 0.01%
23,859
-1,050
1278
$698K 0.01%
5,421
+366
1279
$696K 0.01%
56,485
+3,454
1280
$695K 0.01%
13,666
-731
1281
$694K 0.01%
15,540
-863
1282
$694K 0.01%
15,664
+1,791
1283
$694K 0.01%
7,682
+624
1284
$693K 0.01%
20,873
+1,170
1285
$691K 0.01%
24,161
+4,134
1286
$690K 0.01%
9,651
+1,285
1287
$690K 0.01%
9,755
+45
1288
$690K 0.01%
98,205
-11,433
1289
$688K 0.01%
8,870
+103
1290
$686K 0.01%
11,037
-793
1291
$686K 0.01%
4,871
+291
1292
$684K 0.01%
10,577
+462
1293
$684K 0.01%
23,064
+4,303
1294
$682K ﹤0.01%
40,891
+8,513
1295
$680K ﹤0.01%
14,086
-1,091
1296
$680K ﹤0.01%
36,539
+1,066
1297
$677K ﹤0.01%
4,315
-169
1298
$676K ﹤0.01%
6,118
+875
1299
$669K ﹤0.01%
45,548
+6,440
1300
$666K ﹤0.01%
20,286
+1,578
50 51
52
53 54