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
151
$15.5M 0.16%
934,513
+83,298
152
$15.4M 0.16%
181,874
+35,281
153
$15.4M 0.16%
1,127,169
+67,617
154
$15.3M 0.16%
86,003
+6,164
155
$15.3M 0.16%
197,262
+35,468
156
$15.1M 0.16%
22,603
+2,488
157
$15M 0.16%
163,780
+2,296
158
$15M 0.15%
2,636,420
+150,750
159
$14.9M 0.15%
354,394
+21,890
160
$14.8M 0.15%
138,432
+6,345
161
$14.4M 0.15%
103,459
+37,728
162
$14.4M 0.15%
90,747
+3,274
163
$14.4M 0.15%
222,132
+9,842
164
$14.3M 0.15%
163,854
+9,902
165
$14.3M 0.15%
153,550
+10,779
166
$14.3M 0.15%
233,361
+23,372
167
$14.3M 0.15%
41,202
+1,898
168
$14M 0.14%
338,605
+33,107
169
$13.8M 0.14%
122,561
+13,351
170
$13.8M 0.14%
129,498
+5,454
171
$13.7M 0.14%
247,126
+37,419
172
$13.6M 0.14%
195,730
+20,688
173
$13.6M 0.14%
626,704
+81,766
174
$13.3M 0.14%
189,786
+43,492
175
$13.2M 0.14%
877,883
+8,690
5 6
7
8 9