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
1726
$294K ﹤0.01%
4,186
+317
1727
$294K ﹤0.01%
6,825
+1,489
1728
$294K ﹤0.01%
17,268
-429
1729
$293K ﹤0.01%
5,897
-742
1730
$292K ﹤0.01%
5,397
+88
1731
$292K ﹤0.01%
3,817
+123
1732
$292K ﹤0.01%
12,868
+24
1733
$291K ﹤0.01%
34,603
+3,988
1734
$291K ﹤0.01%
474
-55
1735
$290K ﹤0.01%
13,691
-21,535
1736
$290K ﹤0.01%
3,512
-55
1737
$290K ﹤0.01%
+5,283
1738
$289K ﹤0.01%
5,460
+375
1739
$289K ﹤0.01%
8,159
+1,883
1740
$288K ﹤0.01%
12,164
+190
1741
$285K ﹤0.01%
7,115
+1,778
1742
$285K ﹤0.01%
7,819
+539
1743
$284K ﹤0.01%
17,425
-647
1744
$282K ﹤0.01%
8,348
+554
1745
$282K ﹤0.01%
7,176
+1,618
1746
$281K ﹤0.01%
+7,382
1747
$280K ﹤0.01%
5,817
+285
1748
$280K ﹤0.01%
22,402
+972
1749
$280K ﹤0.01%
24,421
+1,314
1750
$279K ﹤0.01%
8,085
-1,458
68 69
70
71 72