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
1576
$326K ﹤0.01%
+1,316
1577
$326K ﹤0.01%
+13,034
1578
$326K ﹤0.01%
9,598
-230
1579
$326K ﹤0.01%
105,685
+21,816
1580
$325K ﹤0.01%
4,154
+238
1581
$324K ﹤0.01%
18,684
+348
1582
$324K ﹤0.01%
10,864
+1,320
1583
$323K ﹤0.01%
74,640
+35,174
1584
$323K ﹤0.01%
2,061
-770
1585
$321K ﹤0.01%
4,145
+408
1586
$320K ﹤0.01%
37,753
+6,359
1587
$318K ﹤0.01%
16,736
-143
1588
$318K ﹤0.01%
5,814
+304
1589
$317K ﹤0.01%
+5,903
1590
$317K ﹤0.01%
14,014
+609
1591
$317K ﹤0.01%
6,808
+58
1592
$316K ﹤0.01%
+14,353
1593
$316K ﹤0.01%
10,694
-128
1594
$315K ﹤0.01%
7,371
+2,436
1595
$315K ﹤0.01%
5,000
+625
1596
$315K ﹤0.01%
8,221
+1,721
1597
$315K ﹤0.01%
12,580
+1,534
1598
$314K ﹤0.01%
73,939
+14,242
1599
$314K ﹤0.01%
+13,320
1600
$314K ﹤0.01%
7,607
+298
62 63
64
65 66