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
$4.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,663
New
Increased
Reduced
Closed

Top Buys

1
+$78.5M
2
+$61.2M
3
+$52.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$52.3M
5
MSFT icon
Microsoft
MSFT
+$50.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 15.13%
2 Technology 11.65%
3 Healthcare 11.64%
4 Energy 8.73%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$86K ﹤0.01%
+2,408
1352
$85K ﹤0.01%
+11,035
1353
$84K ﹤0.01%
+28,182
1354
$84K ﹤0.01%
+363
1355
$84K ﹤0.01%
+12,351
1356
$83K ﹤0.01%
+11,701
1357
$80K ﹤0.01%
+12,060
1358
$79K ﹤0.01%
+7,267
1359
$77K ﹤0.01%
+12,020
1360
$75K ﹤0.01%
+26,452
1361
$74K ﹤0.01%
+12,190
1362
$69K ﹤0.01%
+493
1363
$69K ﹤0.01%
+3,042
1364
$68K ﹤0.01%
+12,810
1365
$67K ﹤0.01%
+10,079
1366
$66K ﹤0.01%
+1,695
1367
$62K ﹤0.01%
+10,144
1368
$62K ﹤0.01%
+16,187
1369
$55K ﹤0.01%
+13,028
1370
$55K ﹤0.01%
+14,700
1371
$55K ﹤0.01%
+15,868
1372
$54K ﹤0.01%
+17,839
1373
$54K ﹤0.01%
+1,416
1374
$52K ﹤0.01%
+1,196
1375
$49K ﹤0.01%
+11,745
52 53 54
55
56