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
1601
$314K ﹤0.01%
18,053
+1,670
1602
$313K ﹤0.01%
+16,164
1603
$313K ﹤0.01%
15,948
-6,298
1604
$313K ﹤0.01%
2,635
+679
1605
$312K ﹤0.01%
20,765
+1,128
1606
$312K ﹤0.01%
12,710
+133
1607
$312K ﹤0.01%
9,530
+3,020
1608
$311K ﹤0.01%
9,834
+115
1609
$311K ﹤0.01%
17,632
+898
1610
$311K ﹤0.01%
19,275
+5,585
1611
$311K ﹤0.01%
4,460
+1,499
1612
$311K ﹤0.01%
8,822
+1,574
1613
$311K ﹤0.01%
16,853
+5,537
1614
$310K ﹤0.01%
+9,715
1615
$310K ﹤0.01%
12,395
+619
1616
$309K ﹤0.01%
7,133
-5,067
1617
$309K ﹤0.01%
16,304
+1,372
1618
$309K ﹤0.01%
13,293
-2,132
1619
$308K ﹤0.01%
4,849
+319
1620
$307K ﹤0.01%
19,087
+1,218
1621
$307K ﹤0.01%
+8,696
1622
$307K ﹤0.01%
3,222
+345
1623
$306K ﹤0.01%
10,767
+480
1624
$306K ﹤0.01%
18,779
+6,251
1625
$305K ﹤0.01%
3,031
-1,311
63 64
65
66 67