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
1376
$456K ﹤0.01%
7,353
+557
1377
$456K ﹤0.01%
7,023
1378
$456K ﹤0.01%
16,269
-4,398
1379
$453K ﹤0.01%
6,449
+1,227
1380
$453K ﹤0.01%
19,090
+3,917
1381
$452K ﹤0.01%
23,093
-34,351
1382
$452K ﹤0.01%
28,228
+97
1383
$450K ﹤0.01%
21,520
-91
1384
$448K ﹤0.01%
52,580
+5,710
1385
$447K ﹤0.01%
3,120
+367
1386
$447K ﹤0.01%
6,324
-826
1387
$447K ﹤0.01%
6,520
+1,498
1388
$445K ﹤0.01%
232,554
-76,238
1389
$445K ﹤0.01%
12,444
+1,380
1390
$445K ﹤0.01%
6,749
+2,179
1391
$445K ﹤0.01%
8,293
+753
1392
$445K ﹤0.01%
6,573
+257
1393
$444K ﹤0.01%
5,871
+66
1394
$444K ﹤0.01%
32,071
+2,207
1395
$442K ﹤0.01%
23,379
+920
1396
$441K ﹤0.01%
36,178
-928
1397
$440K ﹤0.01%
5,761
+1,322
1398
$440K ﹤0.01%
24,876
+1,791
1399
$440K ﹤0.01%
10,608
-451
1400
$439K ﹤0.01%
4,832
+121
54 55
56
57 58