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
1426
$423K ﹤0.01%
7,385
+2,937
1427
$423K ﹤0.01%
24,314
+2,648
1428
$423K ﹤0.01%
16,898
+1,501
1429
$422K ﹤0.01%
13,965
+1,081
1430
$422K ﹤0.01%
26,431
-3,103
1431
$421K ﹤0.01%
4,006
-266
1432
$421K ﹤0.01%
16,394
-164
1433
$421K ﹤0.01%
2,216
+228
1434
$420K ﹤0.01%
6,752
+418
1435
$419K ﹤0.01%
9,500
+3,522
1436
$416K ﹤0.01%
395,862
-649,511
1437
$415K ﹤0.01%
10,715
-145
1438
$414K ﹤0.01%
9,051
+2,347
1439
$413K ﹤0.01%
36,534
+9,835
1440
$412K ﹤0.01%
21,167
-10,642
1441
$412K ﹤0.01%
19,405
+441
1442
$412K ﹤0.01%
4,710
+82
1443
$411K ﹤0.01%
13,585
+1,672
1444
$408K ﹤0.01%
15,255
-1,873
1445
$407K ﹤0.01%
5,028
-2,197
1446
$406K ﹤0.01%
19,402
+561
1447
$404K ﹤0.01%
23,967
+4,252
1448
$404K ﹤0.01%
47,301
-2,322
1449
$403K ﹤0.01%
10,461
-53
1450
$403K ﹤0.01%
6,249
+3
56 57
58
59 60