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
1401
$545K ﹤0.01%
7,414
-800
1402
$545K ﹤0.01%
3,580
+33
1403
$545K ﹤0.01%
15,371
+1,212
1404
$543K ﹤0.01%
28,762
+26
1405
$543K ﹤0.01%
33,059
+7,773
1406
$541K ﹤0.01%
15,800
+1,758
1407
$541K ﹤0.01%
15,240
+5,349
1408
$541K ﹤0.01%
21,477
+263
1409
$541K ﹤0.01%
9,123
-483
1410
$541K ﹤0.01%
13,572
+95
1411
$539K ﹤0.01%
6,744
+719
1412
$539K ﹤0.01%
44,290
-14,480
1413
$534K ﹤0.01%
19,426
+3,342
1414
$534K ﹤0.01%
23,568
+700
1415
$533K ﹤0.01%
9,856
+260
1416
$532K ﹤0.01%
10,620
+1,199
1417
$531K ﹤0.01%
35,450
+4,291
1418
$531K ﹤0.01%
4,796
+974
1419
$530K ﹤0.01%
20,635
-395
1420
$529K ﹤0.01%
24,310
+3,727
1421
$528K ﹤0.01%
52,302
+3,515
1422
$527K ﹤0.01%
15,765
+5,380
1423
$526K ﹤0.01%
11,318
+630
1424
$523K ﹤0.01%
12,530
+98
1425
$523K ﹤0.01%
22,830
+2,210
55 56
57
58 59