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
1526
$436K ﹤0.01%
32,630
+2,027
1527
$434K ﹤0.01%
31,298
+1,810
1528
$434K ﹤0.01%
5,706
+2,053
1529
$433K ﹤0.01%
9,196
+3,029
1530
$433K ﹤0.01%
28,621
+7,531
1531
$433K ﹤0.01%
+7,439
1532
$432K ﹤0.01%
9,121
+1,463
1533
$431K ﹤0.01%
8,708
+750
1534
$431K ﹤0.01%
11,766
+1,479
1535
$431K ﹤0.01%
10,607
+413
1536
$430K ﹤0.01%
19,702
+639
1537
$430K ﹤0.01%
27,378
-15,488
1538
$427K ﹤0.01%
9,130
+452
1539
$427K ﹤0.01%
22,395
-272
1540
$427K ﹤0.01%
21,139
+2,093
1541
$426K ﹤0.01%
7,015
+757
1542
$425K ﹤0.01%
26,216
+1,760
1543
$425K ﹤0.01%
9,678
+211
1544
$425K ﹤0.01%
140,391
-7,311
1545
$424K ﹤0.01%
15,027
+4,396
1546
$424K ﹤0.01%
11,010
+868
1547
$424K ﹤0.01%
13,468
1548
$422K ﹤0.01%
14,604
+1,911
1549
$422K ﹤0.01%
3,133
+396
1550
$421K ﹤0.01%
8,774
-240
60 61
62
63 64