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
1701
$305K ﹤0.01%
15,809
+2,602
1702
$304K ﹤0.01%
21,592
+1,746
1703
$303K ﹤0.01%
7,009
-247
1704
$303K ﹤0.01%
818
+93
1705
$303K ﹤0.01%
9,194
-136
1706
$302K ﹤0.01%
21,533
+4,099
1707
$301K ﹤0.01%
40,068
+6,434
1708
$301K ﹤0.01%
3,138
-33
1709
$300K ﹤0.01%
19,123
-1,975
1710
$299K ﹤0.01%
15,809
+3,698
1711
$298K ﹤0.01%
19,255
+1,044
1712
$298K ﹤0.01%
3,759
+262
1713
$298K ﹤0.01%
22,621
+2,605
1714
$298K ﹤0.01%
5,386
+175
1715
$296K ﹤0.01%
51
+13
1716
$296K ﹤0.01%
7,338
+479
1717
$296K ﹤0.01%
+9,084
1718
$296K ﹤0.01%
+12,576
1719
$296K ﹤0.01%
+10,148
1720
$296K ﹤0.01%
17,521
-2,746
1721
$296K ﹤0.01%
+9,393
1722
$295K ﹤0.01%
18,582
-6,084
1723
$295K ﹤0.01%
6,714
+250
1724
$295K ﹤0.01%
+11,396
1725
$295K ﹤0.01%
13,757
-1,095
67 68
69
70 71