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
1751
$247K ﹤0.01%
13,420
+708
1752
$247K ﹤0.01%
3,112
+260
1753
$247K ﹤0.01%
7,403
+166
1754
$246K ﹤0.01%
5,574
-12
1755
$245K ﹤0.01%
9,520
+1,956
1756
$244K ﹤0.01%
43,425
-1,263
1757
$243K ﹤0.01%
5,214
+221
1758
$243K ﹤0.01%
3,895
-160
1759
$243K ﹤0.01%
6,467
+356
1760
$243K ﹤0.01%
20,956
+5,149
1761
$242K ﹤0.01%
4,652
+406
1762
$242K ﹤0.01%
4,960
+659
1763
$242K ﹤0.01%
+8,536
1764
$242K ﹤0.01%
19,195
-315
1765
$241K ﹤0.01%
7,096
+332
1766
$241K ﹤0.01%
13,312
+3,217
1767
$241K ﹤0.01%
+13,911
1768
$241K ﹤0.01%
19,244
+1,413
1769
$240K ﹤0.01%
6,475
+315
1770
$239K ﹤0.01%
17,798
-5,509
1771
$237K ﹤0.01%
22,705
+7,151
1772
$236K ﹤0.01%
16,294
+148
1773
$236K ﹤0.01%
82,649
+2,504
1774
$236K ﹤0.01%
+6,173
1775
$236K ﹤0.01%
17,853
-5,142
69 70
71
72 73