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
151
$21.1M 0.15%
939,167
+101,241
152
$21M 0.15%
3,167,900
+35,530
153
$20.9M 0.15%
4,135,231
+283,816
154
$20.8M 0.15%
324,641
+2,334
155
$20.6M 0.15%
520,738
+54,640
156
$20.5M 0.15%
75,994
+5,201
157
$20.5M 0.15%
227,653
-13,111
158
$20.3M 0.15%
731,948
+81,156
159
$20.2M 0.15%
191,156
+37,111
160
$20.2M 0.15%
2,561,504
-43,904
161
$20.2M 0.15%
764,535
+9,486
162
$20.1M 0.15%
2,793,580
+650,920
163
$20.1M 0.15%
432,833
+87,634
164
$20.1M 0.15%
680,048
+54,768
165
$20M 0.14%
2,959,066
+396,567
166
$19.9M 0.14%
1,508,223
+91,031
167
$19.8M 0.14%
245,921
-5,492
168
$19.8M 0.14%
483,300
+21,405
169
$19.7M 0.14%
170,079
+5,423
170
$19.4M 0.14%
486,803
+30,835
171
$19.2M 0.14%
165,124
+641
172
$19.2M 0.14%
115,042
+499
173
$18.9M 0.14%
195,378
+7,229
174
$18.7M 0.14%
285,066
+10,647
175
$18.7M 0.14%
392,219
+31,266
5 6
7
8 9