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
1501
$452K ﹤0.01%
45,355
+160
1502
$452K ﹤0.01%
16,134
-4,474
1503
$451K ﹤0.01%
15,809
+313
1504
$451K ﹤0.01%
16,596
+1,610
1505
$450K ﹤0.01%
23,432
+1,901
1506
$450K ﹤0.01%
9,328
+260
1507
$449K ﹤0.01%
92,871
-1,171
1508
$447K ﹤0.01%
10,301
-495
1509
$446K ﹤0.01%
2,872
+428
1510
$446K ﹤0.01%
4,669
+91
1511
$446K ﹤0.01%
29,173
-1,466
1512
$445K ﹤0.01%
54,965
+8,353
1513
$443K ﹤0.01%
14,660
+605
1514
$442K ﹤0.01%
11,910
+703
1515
$442K ﹤0.01%
17,318
+774
1516
$442K ﹤0.01%
11,118
+2,105
1517
$442K ﹤0.01%
50,108
-44
1518
$441K ﹤0.01%
25,533
+7,910
1519
$440K ﹤0.01%
29,274
+3,204
1520
$439K ﹤0.01%
15,825
+4,025
1521
$439K ﹤0.01%
7,738
+1,028
1522
$439K ﹤0.01%
5,544
+478
1523
$439K ﹤0.01%
22,465
+222
1524
$438K ﹤0.01%
11,616
+46
1525
$438K ﹤0.01%
10,346
-786
59 60
61
62 63