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
1726
$257K ﹤0.01%
9,051
-96
1727
$256K ﹤0.01%
19,674
+5,280
1728
$256K ﹤0.01%
+38,052
1729
$254K ﹤0.01%
21,407
+1,469
1730
$254K ﹤0.01%
6,816
+251
1731
$253K ﹤0.01%
2,037
+111
1732
$252K ﹤0.01%
4,712
-22
1733
$252K ﹤0.01%
+63
1734
$252K ﹤0.01%
17,780
+1,502
1735
$251K ﹤0.01%
8,825
+1,290
1736
$251K ﹤0.01%
11,200
+192
1737
$251K ﹤0.01%
13,977
+3
1738
$251K ﹤0.01%
4,365
+614
1739
$251K ﹤0.01%
13,703
-59
1740
$251K ﹤0.01%
2,851
-61
1741
$251K ﹤0.01%
10,378
+112
1742
$250K ﹤0.01%
7,335
+127
1743
$249K ﹤0.01%
6,274
+1,480
1744
$249K ﹤0.01%
7,112
-272
1745
$249K ﹤0.01%
5,231
+220
1746
$249K ﹤0.01%
3,614
+72
1747
$248K ﹤0.01%
+2,737
1748
$248K ﹤0.01%
40,648
+509
1749
$248K ﹤0.01%
7,057
-776
1750
$247K ﹤0.01%
7,587
+64
68 69
70
71 72