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
1626
$365K ﹤0.01%
51,719
-87,099
1627
$365K ﹤0.01%
11,124
+377
1628
$363K ﹤0.01%
17,014
+2,496
1629
$362K ﹤0.01%
8,112
+308
1630
$361K ﹤0.01%
2,194
+263
1631
$359K ﹤0.01%
10,253
+1,602
1632
$359K ﹤0.01%
12,745
+180
1633
$359K ﹤0.01%
30,351
+8,793
1634
$356K ﹤0.01%
7,336
-2,422
1635
$355K ﹤0.01%
11,328
+2,033
1636
$354K ﹤0.01%
8,995
+327
1637
$354K ﹤0.01%
21,121
-221
1638
$353K ﹤0.01%
4,789
+378
1639
$353K ﹤0.01%
13,267
+3,256
1640
$352K ﹤0.01%
4,763
-764
1641
$352K ﹤0.01%
6,458
+155
1642
$350K ﹤0.01%
7,530
+94
1643
$350K ﹤0.01%
45,361
-32,105
1644
$350K ﹤0.01%
14,776
+2,608
1645
$349K ﹤0.01%
+1,121
1646
$349K ﹤0.01%
5,860
+147
1647
$348K ﹤0.01%
12,525
+1,680
1648
$348K ﹤0.01%
30,904
-3,096
1649
$348K ﹤0.01%
7,221
+350
1650
$346K ﹤0.01%
10,772
+2,482
64 65
66
67 68