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
1426
$522K ﹤0.01%
15,989
+1,139
1427
$522K ﹤0.01%
16,154
+3,449
1428
$520K ﹤0.01%
17,495
-187
1429
$519K ﹤0.01%
7,519
+369
1430
$518K ﹤0.01%
14,619
+19
1431
$517K ﹤0.01%
4,097
+691
1432
$516K ﹤0.01%
74,181
+21,613
1433
$516K ﹤0.01%
8,532
+37
1434
$516K ﹤0.01%
10,853
+1,116
1435
$516K ﹤0.01%
35,578
+3,123
1436
$515K ﹤0.01%
18,737
+4,586
1437
$515K ﹤0.01%
25,108
-9,843
1438
$515K ﹤0.01%
29,272
-12,167
1439
$514K ﹤0.01%
8,048
+119
1440
$514K ﹤0.01%
13,098
+812
1441
$513K ﹤0.01%
13,345
+158
1442
$513K ﹤0.01%
37,125
+1,206
1443
$513K ﹤0.01%
12,629
+1,017
1444
$512K ﹤0.01%
2,547
-57
1445
$510K ﹤0.01%
15,794
-815
1446
$507K ﹤0.01%
18,339
+273
1447
$507K ﹤0.01%
13,441
+3,535
1448
$506K ﹤0.01%
113,709
-7,403
1449
$505K ﹤0.01%
9,716
+640
1450
$505K ﹤0.01%
8,882
+59
56 57
58
59 60