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
1351
$476K ﹤0.01%
12,771
+3,037
1352
$475K ﹤0.01%
5,228
+1,195
1353
$475K ﹤0.01%
6,916
+1,546
1354
$474K ﹤0.01%
286,978
-38,813
1355
$472K ﹤0.01%
1,475
+170
1356
$471K ﹤0.01%
28,413
-8,094
1357
$471K ﹤0.01%
10,782
-914
1358
$471K ﹤0.01%
7,704
+2,373
1359
$470K ﹤0.01%
15,973
+143
1360
$469K ﹤0.01%
19,520
+396
1361
$467K ﹤0.01%
18,173
+6,246
1362
$466K ﹤0.01%
4,685
-500
1363
$465K ﹤0.01%
16,004
-591
1364
$464K ﹤0.01%
25,386
+463
1365
$464K ﹤0.01%
21,298
-11,905
1366
$463K ﹤0.01%
15,896
-1,338
1367
$463K ﹤0.01%
16,014
+1,723
1368
$462K ﹤0.01%
6,249
+406
1369
$462K ﹤0.01%
8,208
1370
$462K ﹤0.01%
8,683
-1,198
1371
$461K ﹤0.01%
211
+34
1372
$460K ﹤0.01%
39,535
-10,343
1373
$457K ﹤0.01%
11,368
+1,557
1374
$457K ﹤0.01%
10,410
-1,779
1375
$457K ﹤0.01%
6,577
+2,221
53 54
55
56 57