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
1451
$402K ﹤0.01%
7,853
-128
1452
$402K ﹤0.01%
11,834
+524
1453
$399K ﹤0.01%
77,845
+4,505
1454
$399K ﹤0.01%
17,260
+1,581
1455
$398K ﹤0.01%
34,846
1456
$397K ﹤0.01%
10,669
+2,468
1457
$397K ﹤0.01%
13,676
+6,055
1458
$397K ﹤0.01%
13,576
+4,461
1459
$396K ﹤0.01%
13,431
+1,045
1460
$395K ﹤0.01%
11,859
-123
1461
$395K ﹤0.01%
11,705
+53
1462
$394K ﹤0.01%
26,668
+979
1463
$394K ﹤0.01%
6,996
+1,562
1464
$394K ﹤0.01%
6,528
+2,895
1465
$393K ﹤0.01%
4,635
-48
1466
$393K ﹤0.01%
5,693
+63
1467
$392K ﹤0.01%
7,298
+635
1468
$391K ﹤0.01%
13,358
+9,184
1469
$391K ﹤0.01%
7,026
+59
1470
$390K ﹤0.01%
59,222
+3,042
1471
$387K ﹤0.01%
9,123
+1,193
1472
$386K ﹤0.01%
7,506
+271
1473
$385K ﹤0.01%
20,553
+52
1474
$385K ﹤0.01%
14,787
-1,696
1475
$384K ﹤0.01%
7,364
+1,234
57 58
59
60 61