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
1676
$322K ﹤0.01%
+5,038
1677
$321K ﹤0.01%
7,953
+2,195
1678
$321K ﹤0.01%
9,162
+668
1679
$321K ﹤0.01%
31,368
-5,532
1680
$320K ﹤0.01%
6,210
+117
1681
$319K ﹤0.01%
+9,232
1682
$319K ﹤0.01%
11,499
+148
1683
$318K ﹤0.01%
39,992
+6,276
1684
$317K ﹤0.01%
5,214
+805
1685
$317K ﹤0.01%
7,112
+223
1686
$316K ﹤0.01%
16,310
-560
1687
$314K ﹤0.01%
9,967
-1,358
1688
$314K ﹤0.01%
55,102
+5,188
1689
$314K ﹤0.01%
1,997
+473
1690
$312K ﹤0.01%
11,967
-112
1691
$311K ﹤0.01%
4,935
+844
1692
$311K ﹤0.01%
10,346
+1,402
1693
$310K ﹤0.01%
8,980
+258
1694
$309K ﹤0.01%
8,521
-26
1695
$308K ﹤0.01%
9,368
+591
1696
$308K ﹤0.01%
11,643
+1,516
1697
$308K ﹤0.01%
+15,401
1698
$307K ﹤0.01%
4,899
+805
1699
$305K ﹤0.01%
4,696
-1,482
1700
$305K ﹤0.01%
4,414
+496
66 67
68
69 70