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
1651
$345K ﹤0.01%
6,420
-69
1652
$341K ﹤0.01%
8,542
+261
1653
$341K ﹤0.01%
11,757
+2,666
1654
$341K ﹤0.01%
7,613
+18
1655
$341K ﹤0.01%
5,290
+54
1656
$340K ﹤0.01%
18,319
+3,510
1657
$339K ﹤0.01%
40,964
+13,885
1658
$339K ﹤0.01%
7,906
-156
1659
$338K ﹤0.01%
23,256
+1,394
1660
$336K ﹤0.01%
7,450
+385
1661
$334K ﹤0.01%
12,059
-1,392
1662
$332K ﹤0.01%
46,993
-5,255
1663
$330K ﹤0.01%
5,934
+190
1664
$330K ﹤0.01%
5,615
+297
1665
$330K ﹤0.01%
17,333
+4,081
1666
$330K ﹤0.01%
10,728
-159
1667
$330K ﹤0.01%
8,755
+889
1668
$330K ﹤0.01%
4,211
+156
1669
$327K ﹤0.01%
11,340
-257
1670
$326K ﹤0.01%
28,403
+4,601
1671
$326K ﹤0.01%
10,368
-66
1672
$325K ﹤0.01%
6,303
+1,390
1673
$325K ﹤0.01%
23,746
+576
1674
$324K ﹤0.01%
40,408
+12,827
1675
$324K ﹤0.01%
35,099
+1,756
65 66
67
68 69