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
1526
$356K ﹤0.01%
6,568
+252
1527
$355K ﹤0.01%
6,800
+1,366
1528
$355K ﹤0.01%
19,206
+6,515
1529
$355K ﹤0.01%
2,872
+846
1530
$355K ﹤0.01%
91,631
+5,247
1531
$355K ﹤0.01%
+20,659
1532
$354K ﹤0.01%
10,698
+462
1533
$352K ﹤0.01%
7,435
+1,570
1534
$352K ﹤0.01%
16,665
+6,280
1535
$351K ﹤0.01%
12,040
-1,017
1536
$350K ﹤0.01%
9,155
+21
1537
$349K ﹤0.01%
12,250
+3,064
1538
$349K ﹤0.01%
10,279
+1,084
1539
$348K ﹤0.01%
14,696
+31
1540
$348K ﹤0.01%
7,652
+197
1541
$348K ﹤0.01%
+19,932
1542
$348K ﹤0.01%
+11,267
1543
$346K ﹤0.01%
7,371
-66
1544
$346K ﹤0.01%
5,283
+277
1545
$346K ﹤0.01%
24,708
+3,441
1546
$345K ﹤0.01%
8,782
+157
1547
$345K ﹤0.01%
7,313
-1,257
1548
$345K ﹤0.01%
6,504
+407
1549
$344K ﹤0.01%
36,475
+6,359
1550
$341K ﹤0.01%
20,195
-235
60 61
62
63 64