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
1551
$421K ﹤0.01%
7,573
-34
1552
$421K ﹤0.01%
17,711
+3,806
1553
$420K ﹤0.01%
9,988
+295
1554
$420K ﹤0.01%
24,504
+297
1555
$418K ﹤0.01%
24,885
+368
1556
$417K ﹤0.01%
5,294
+110
1557
$415K ﹤0.01%
18,987
+1,023
1558
$415K ﹤0.01%
56,109
-6,555
1559
$415K ﹤0.01%
5,557
+264
1560
$415K ﹤0.01%
15,220
+6,529
1561
$415K ﹤0.01%
6,814
+385
1562
$414K ﹤0.01%
22,250
+5,247
1563
$414K ﹤0.01%
11,981
+3,051
1564
$414K ﹤0.01%
11,038
+449
1565
$413K ﹤0.01%
13,178
+1,172
1566
$412K ﹤0.01%
21,280
+955
1567
$411K ﹤0.01%
30,367
-526
1568
$410K ﹤0.01%
3,252
+751
1569
$407K ﹤0.01%
17,650
+36
1570
$406K ﹤0.01%
6,156
+408
1571
$406K ﹤0.01%
2,194
-327
1572
$405K ﹤0.01%
11,150
+89
1573
$404K ﹤0.01%
21,964
+11,142
1574
$402K ﹤0.01%
35,960
+3,561
1575
$402K ﹤0.01%
34,293
+7,055
61 62
63
64 65