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
1326
$624K ﹤0.01%
68,531
+18,840
1327
$623K ﹤0.01%
23,842
+726
1328
$622K ﹤0.01%
12,453
+1,223
1329
$619K ﹤0.01%
14,978
+1,175
1330
$618K ﹤0.01%
18,325
-19,291
1331
$618K ﹤0.01%
43,400
+1,709
1332
$616K ﹤0.01%
5,818
+2,006
1333
$616K ﹤0.01%
179
-2
1334
$615K ﹤0.01%
21,488
+193
1335
$614K ﹤0.01%
19,393
+2,353
1336
$612K ﹤0.01%
6,245
-63
1337
$611K ﹤0.01%
14,798
+262
1338
$611K ﹤0.01%
26,463
+1,178
1339
$611K ﹤0.01%
16,051
1340
$611K ﹤0.01%
42,222
+1,922
1341
$610K ﹤0.01%
5,428
-1,235
1342
$610K ﹤0.01%
17,039
+468
1343
$609K ﹤0.01%
17,440
+6,246
1344
$608K ﹤0.01%
6,340
+387
1345
$606K ﹤0.01%
11,770
+408
1346
$606K ﹤0.01%
95,582
-137,375
1347
$603K ﹤0.01%
30,493
+127
1348
$602K ﹤0.01%
14,563
+553
1349
$602K ﹤0.01%
47,979
+5,664
1350
$602K ﹤0.01%
36,735
+6,562
52 53
54
55 56