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
1301
$664K ﹤0.01%
39,650
-1,090
1302
$663K ﹤0.01%
11,490
+795
1303
$662K ﹤0.01%
77,295
-71,923
1304
$661K ﹤0.01%
13,541
+516
1305
$661K ﹤0.01%
11,392
+1,825
1306
$658K ﹤0.01%
5,447
+647
1307
$656K ﹤0.01%
22,023
+7,350
1308
$655K ﹤0.01%
72,745
+11,374
1309
$652K ﹤0.01%
60,235
-304
1310
$649K ﹤0.01%
6,013
+174
1311
$647K ﹤0.01%
10,271
+578
1312
$646K ﹤0.01%
17,779
+3,177
1313
$640K ﹤0.01%
20,244
+2,350
1314
$640K ﹤0.01%
7,378
-133
1315
$640K ﹤0.01%
23,467
-1
1316
$640K ﹤0.01%
21,608
+2,790
1317
$637K ﹤0.01%
45,207
+4,867
1318
$635K ﹤0.01%
39,252
+74
1319
$634K ﹤0.01%
59,877
+2,629
1320
$634K ﹤0.01%
39,112
+2,340
1321
$634K ﹤0.01%
1,833
+123
1322
$629K ﹤0.01%
22,223
-11
1323
$628K ﹤0.01%
9,415
-2,950
1324
$627K ﹤0.01%
27,359
-4,705
1325
$625K ﹤0.01%
14,168
+8,534
51 52
53
54 55