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
1476
$478K ﹤0.01%
7,831
-152
1477
$477K ﹤0.01%
13,834
-2,685
1478
$477K ﹤0.01%
18,528
+178
1479
$476K ﹤0.01%
19,817
+6,296
1480
$476K ﹤0.01%
110,541
+8,700
1481
$471K ﹤0.01%
39,801
+55
1482
$471K ﹤0.01%
22,641
+382
1483
$471K ﹤0.01%
7,913
-828
1484
$470K ﹤0.01%
15,688
+1,452
1485
$470K ﹤0.01%
6,557
+61
1486
$468K ﹤0.01%
15,898
+3,809
1487
$468K ﹤0.01%
14,262
+405
1488
$468K ﹤0.01%
23,228
-2,107
1489
$467K ﹤0.01%
1,590
+284
1490
$467K ﹤0.01%
6,893
+2,610
1491
$466K ﹤0.01%
7,998
+3,812
1492
$466K ﹤0.01%
14,823
+697
1493
$466K ﹤0.01%
13,964
-4
1494
$465K ﹤0.01%
24,688
+530
1495
$465K ﹤0.01%
12,145
-336
1496
$462K ﹤0.01%
8,130
+1,025
1497
$461K ﹤0.01%
8,869
+720
1498
$459K ﹤0.01%
17,590
-154
1499
$457K ﹤0.01%
18,800
-1,864
1500
$454K ﹤0.01%
35,391
+3,211
58 59
60
61 62