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
126
$25M 0.18%
381,935
+33,834
127
$24.8M 0.18%
1,016,018
-13,933
128
$24.4M 0.18%
476,495
+39,024
129
$24.4M 0.18%
346,363
+9,531
130
$24.4M 0.18%
363,908
+3,433
131
$24.4M 0.18%
354,614
-2,660
132
$24.3M 0.18%
113,569
+4,243
133
$24.2M 0.18%
138,655
-4,629
134
$24.1M 0.17%
271,184
+24,767
135
$24M 0.17%
229,424
-912
136
$23.9M 0.17%
344,033
-27,680
137
$23.9M 0.17%
266,831
+13,501
138
$23.8M 0.17%
198,749
+14,751
139
$23.8M 0.17%
317,868
+26,502
140
$23.6M 0.17%
734,862
+88,237
141
$23.5M 0.17%
509,742
+25,683
142
$23.4M 0.17%
508,697
+54,213
143
$23.2M 0.17%
176,360
+5,302
144
$23M 0.17%
63,546
+657
145
$22.9M 0.17%
202,472
+11,011
146
$22.5M 0.16%
458,755
+51,962
147
$22.4M 0.16%
144,488
+8,673
148
$22.3M 0.16%
719,821
-1,438
149
$21.4M 0.15%
261,480
+10,473
150
$21.3M 0.15%
168,376
+705
4 5
6
7 8