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
1376
$47K ﹤0.01%
+11,557
1377
$43K ﹤0.01%
+3,885
1378
$43K ﹤0.01%
+29,401
1379
$40K ﹤0.01%
+22,128
1380
$39K ﹤0.01%
+13,446
1381
$35K ﹤0.01%
+3
1382
$35K ﹤0.01%
+11,194
1383
$30K ﹤0.01%
+15,251
1384
$29K ﹤0.01%
+11,364
1385
$24K ﹤0.01%
+17,393
1386
$20K ﹤0.01%
+12,546
1387
$18K ﹤0.01%
+10,325
1388
$14K ﹤0.01%
+14,319
1389
$6K ﹤0.01%
+44,283
1390
$4K ﹤0.01%
+116
1391
$4K ﹤0.01%
+2,009
1392
$1K ﹤0.01%
+833