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
1451
$504K ﹤0.01%
34,238
-58,598
1452
$503K ﹤0.01%
115,715
+992
1453
$501K ﹤0.01%
65,707
1454
$497K ﹤0.01%
18,617
+1,988
1455
$496K ﹤0.01%
1,030
+462
1456
$496K ﹤0.01%
9,027
+44
1457
$495K ﹤0.01%
11,177
+2,182
1458
$493K ﹤0.01%
49,664
+7,888
1459
$491K ﹤0.01%
+14,193
1460
$491K ﹤0.01%
11,173
+614
1461
$487K ﹤0.01%
6,545
+387
1462
$487K ﹤0.01%
18,423
+6,995
1463
$486K ﹤0.01%
26,682
+748
1464
$485K ﹤0.01%
13,078
+670
1465
$485K ﹤0.01%
15,785
+5,103
1466
$485K ﹤0.01%
16,642
+1,199
1467
$485K ﹤0.01%
21,862
+1,642
1468
$484K ﹤0.01%
34,272
+1,494
1469
$484K ﹤0.01%
34,804
+4,122
1470
$483K ﹤0.01%
18,280
-671
1471
$482K ﹤0.01%
27,393
+2,173
1472
$482K ﹤0.01%
11,957
+2,378
1473
$481K ﹤0.01%
7,870
-945
1474
$480K ﹤0.01%
13,883
+1,726
1475
$479K ﹤0.01%
17,624
+3,739
57 58
59
60 61