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
1351
$600K ﹤0.01%
10,758
+606
1352
$597K ﹤0.01%
19,131
+2,338
1353
$594K ﹤0.01%
8,865
+1,080
1354
$593K ﹤0.01%
11,148
+1,425
1355
$593K ﹤0.01%
22,917
+6,773
1356
$591K ﹤0.01%
23,390
+1,227
1357
$591K ﹤0.01%
20,862
+2,331
1358
$590K ﹤0.01%
18,557
+760
1359
$589K ﹤0.01%
27,043
+1,746
1360
$586K ﹤0.01%
20,413
+322
1361
$585K ﹤0.01%
26,290
+5,355
1362
$584K ﹤0.01%
13,504
+4,231
1363
$584K ﹤0.01%
25,113
-164
1364
$583K ﹤0.01%
13,623
+243
1365
$582K ﹤0.01%
4,411
+282
1366
$581K ﹤0.01%
44,063
+7,135
1367
$580K ﹤0.01%
11,659
+1,919
1368
$577K ﹤0.01%
16,389
+2,117
1369
$575K ﹤0.01%
15,121
+1,956
1370
$575K ﹤0.01%
18,915
-7,394
1371
$573K ﹤0.01%
8,687
+2,078
1372
$571K ﹤0.01%
8,816
+314
1373
$570K ﹤0.01%
11,468
+1,615
1374
$569K ﹤0.01%
71,315
-1,248
1375
$568K ﹤0.01%
11,971
+409
53 54
55
56 57