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
126
$18.1M 0.19%
189,608
+15,115
127
$18.1M 0.19%
106,360
+9,820
128
$18M 0.19%
174,173
+17,100
129
$18M 0.19%
138,380
+13,217
130
$17.9M 0.18%
414,466
+45,244
131
$17.8M 0.18%
221,394
+33,835
132
$17.8M 0.18%
356,995
+46,373
133
$17.7M 0.18%
291,816
+7,663
134
$17.5M 0.18%
276,719
+14,508
135
$17.4M 0.18%
246,398
+34,102
136
$17.3M 0.18%
851,053
+105,247
137
$17.3M 0.18%
99,733
+4,145
138
$17.2M 0.18%
124,328
+16,741
139
$17.1M 0.18%
201,074
+27,661
140
$17.1M 0.18%
194,370
+21,030
141
$17M 0.18%
325,586
-56,407
142
$16.7M 0.17%
2,528,885
+177,618
143
$16.6M 0.17%
397,712
+25,642
144
$16.6M 0.17%
2,499,396
+532,133
145
$16.3M 0.17%
115,261
+8,692
146
$16.2M 0.17%
139,929
+9,401
147
$16.1M 0.17%
66,654
+4,207
148
$16.1M 0.17%
197,222
+8,127
149
$15.9M 0.16%
181,515
+15,260
150
$15.7M 0.16%
398,562
+139,240
4 5
6
7 8