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
1551
$341K ﹤0.01%
9,156
+906
1552
$341K ﹤0.01%
48,473
+12,604
1553
$341K ﹤0.01%
34,570
+4,688
1554
$340K ﹤0.01%
35,334
+2,334
1555
$340K ﹤0.01%
38,911
+9,059
1556
$339K ﹤0.01%
13,166
-58
1557
$338K ﹤0.01%
7,883
+867
1558
$337K ﹤0.01%
+11,535
1559
$337K ﹤0.01%
4,273
+1,304
1560
$336K ﹤0.01%
6,838
+364
1561
$336K ﹤0.01%
18,573
+3,476
1562
$336K ﹤0.01%
7,262
+295
1563
$336K ﹤0.01%
21,984
+2,471
1564
$335K ﹤0.01%
5,121
+108
1565
$335K ﹤0.01%
9,520
+2,343
1566
$333K ﹤0.01%
12,076
-345
1567
$333K ﹤0.01%
23,532
+3,128
1568
$333K ﹤0.01%
12,084
-766
1569
$333K ﹤0.01%
+13,572
1570
$332K ﹤0.01%
46,050
+2,519
1571
$331K ﹤0.01%
21,199
-8,736
1572
$331K ﹤0.01%
+16,699
1573
$329K ﹤0.01%
7,978
-527
1574
$327K ﹤0.01%
4,792
+77
1575
$326K ﹤0.01%
11,158
+1,433
61 62
63
64 65