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
1651
$293K ﹤0.01%
+2,478
1652
$293K ﹤0.01%
17,996
-1,194
1653
$292K ﹤0.01%
5,359
+1,320
1654
$292K ﹤0.01%
8,331
+599
1655
$291K ﹤0.01%
15,222
-1,905
1656
$291K ﹤0.01%
12,761
-7,900
1657
$291K ﹤0.01%
5,224
-408
1658
$291K ﹤0.01%
10,800
-590
1659
$291K ﹤0.01%
133,700
-41,035
1660
$290K ﹤0.01%
15,832
+469
1661
$290K ﹤0.01%
14,384
-30
1662
$290K ﹤0.01%
15,112
-4,648
1663
$289K ﹤0.01%
31,118
+13,092
1664
$289K ﹤0.01%
6,608
+446
1665
$288K ﹤0.01%
96,059
+19,663
1666
$288K ﹤0.01%
6,812
-407
1667
$286K ﹤0.01%
5,984
+654
1668
$286K ﹤0.01%
23,492
+100
1669
$284K ﹤0.01%
28,274
+3,681
1670
$283K ﹤0.01%
9,615
-143
1671
$282K ﹤0.01%
5,943
+43
1672
$281K ﹤0.01%
7,165
-1,246
1673
$279K ﹤0.01%
4,282
+1,181
1674
$279K ﹤0.01%
8,432
-17,466
1675
$279K ﹤0.01%
3,254
+55
65 66
67
68 69