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
1376
$568K ﹤0.01%
27,524
-3,674
1377
$568K ﹤0.01%
8,984
+217
1378
$565K ﹤0.01%
2,003
+304
1379
$563K ﹤0.01%
6,832
+343
1380
$562K ﹤0.01%
6,340
+900
1381
$561K ﹤0.01%
24,338
+2,855
1382
$560K ﹤0.01%
68,882
-849
1383
$560K ﹤0.01%
7,393
-1,830
1384
$560K ﹤0.01%
28,763
+5,477
1385
$558K ﹤0.01%
8,364
+168
1386
$558K ﹤0.01%
13,451
+1,034
1387
$557K ﹤0.01%
11,228
+2,325
1388
$553K ﹤0.01%
18,588
+469
1389
$553K ﹤0.01%
4,013
+827
1390
$551K ﹤0.01%
9,920
-247
1391
$551K ﹤0.01%
7,017
+863
1392
$550K ﹤0.01%
20,493
+11,578
1393
$549K ﹤0.01%
42,983
+2,185
1394
$549K ﹤0.01%
11,781
+1,038
1395
$548K ﹤0.01%
23,791
+2,709
1396
$547K ﹤0.01%
10,837
+2,676
1397
$547K ﹤0.01%
12,295
+4,395
1398
$546K ﹤0.01%
23,496
-3,069
1399
$546K ﹤0.01%
7,060
+75
1400
$546K ﹤0.01%
10,193
+1,688
54 55
56
57 58