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
1576
$402K ﹤0.01%
15,896
+4,692
1577
$401K ﹤0.01%
12,380
-70
1578
$401K ﹤0.01%
32,365
+2,442
1579
$400K ﹤0.01%
10,274
+637
1580
$400K ﹤0.01%
16,272
+2,372
1581
$399K ﹤0.01%
35,843
+9,425
1582
$395K ﹤0.01%
7,566
+1,091
1583
$394K ﹤0.01%
61,244
+2,768
1584
$394K ﹤0.01%
27,330
-707
1585
$393K ﹤0.01%
+12,459
1586
$393K ﹤0.01%
+14,860
1587
$392K ﹤0.01%
31,171
-38,584
1588
$392K ﹤0.01%
29,757
+4,932
1589
$391K ﹤0.01%
13,129
+1,374
1590
$391K ﹤0.01%
9,049
+345
1591
$390K ﹤0.01%
10,153
+2,925
1592
$389K ﹤0.01%
21,687
+2,721
1593
$387K ﹤0.01%
6,598
-1,145
1594
$387K ﹤0.01%
16,408
+120
1595
$387K ﹤0.01%
22,789
-186
1596
$386K ﹤0.01%
11,969
-118
1597
$385K ﹤0.01%
26,370
+11,935
1598
$385K ﹤0.01%
14,454
+1,339
1599
$384K ﹤0.01%
37,804
+3,727
1600
$384K ﹤0.01%
6,410
+104
62 63
64
65 66