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
1401
$438K ﹤0.01%
48,146
+14,056
1402
$438K ﹤0.01%
15,305
-137
1403
$437K ﹤0.01%
49,732
-10,746
1404
$435K ﹤0.01%
76,175
+9,507
1405
$435K ﹤0.01%
8,129
+4,138
1406
$434K ﹤0.01%
14,609
+799
1407
$434K ﹤0.01%
2,639
+304
1408
$433K ﹤0.01%
16,975
+511
1409
$432K ﹤0.01%
2,894
+61
1410
$431K ﹤0.01%
18,288
+3,192
1411
$430K ﹤0.01%
16,364
+1,930
1412
$430K ﹤0.01%
9,254
+1,452
1413
$430K ﹤0.01%
22,645
+4,023
1414
$429K ﹤0.01%
1,743
-15
1415
$429K ﹤0.01%
13,987
+4,285
1416
$429K ﹤0.01%
17,865
+1,325
1417
$429K ﹤0.01%
10,302
+1,405
1418
$429K ﹤0.01%
6,139
+222
1419
$429K ﹤0.01%
43,469
+3,764
1420
$428K ﹤0.01%
51,784
+6,533
1421
$426K ﹤0.01%
7,601
+2,805
1422
$426K ﹤0.01%
25,809
+6,725
1423
$425K ﹤0.01%
10,469
+1,075
1424
$425K ﹤0.01%
5,853
+2,362
1425
$425K ﹤0.01%
7,335
+169
55 56
57
58 59