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
1301
$517K 0.01%
13,237
-54
1302
$516K 0.01%
36,058
+1,887
1303
$515K 0.01%
7,562
+310
1304
$515K 0.01%
21,218
+1,256
1305
$515K 0.01%
15,225
+2,244
1306
$514K 0.01%
24,312
+8,487
1307
$514K 0.01%
13,005
-771
1308
$512K 0.01%
21,431
+4,510
1309
$512K 0.01%
1,154
+233
1310
$508K 0.01%
17,890
+3,690
1311
$508K 0.01%
43,330
-1,622
1312
$506K 0.01%
+36,202
1313
$505K 0.01%
19,169
-3,527
1314
$505K 0.01%
16,497
+3,301
1315
$504K 0.01%
210,159
-359
1316
$504K 0.01%
21,965
+3,250
1317
$502K 0.01%
12,484
+3,267
1318
$500K 0.01%
30,432
+5,754
1319
$500K 0.01%
22,463
+1,830
1320
$497K 0.01%
13,190
+2,336
1321
$497K 0.01%
8,599
+158
1322
$497K 0.01%
9,130
+748
1323
$496K 0.01%
41,764
+1,144
1324
$495K 0.01%
9,192
-1,115
1325
$495K 0.01%
15,400
+52
51 52
53
54 55