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
1751
$279K ﹤0.01%
7,678
1752
$278K ﹤0.01%
11,339
+1,534
1753
$278K ﹤0.01%
8,698
-1,568
1754
$278K ﹤0.01%
7,560
+163
1755
$278K ﹤0.01%
+8,353
1756
$278K ﹤0.01%
10,608
+55
1757
$277K ﹤0.01%
16,927
-2,491
1758
$276K ﹤0.01%
+4,656
1759
$276K ﹤0.01%
7,116
+1,109
1760
$275K ﹤0.01%
6,321
+48
1761
$275K ﹤0.01%
9,254
+1,126
1762
$275K ﹤0.01%
+9,810
1763
$274K ﹤0.01%
99,366
-728
1764
$274K ﹤0.01%
12,937
-21
1765
$273K ﹤0.01%
13,959
-620
1766
$273K ﹤0.01%
+6,429
1767
$272K ﹤0.01%
27,067
+12,119
1768
$271K ﹤0.01%
+7,946
1769
$271K ﹤0.01%
8,273
+1,118
1770
$271K ﹤0.01%
+6,086
1771
$271K ﹤0.01%
+4,800
1772
$271K ﹤0.01%
48,611
+8,526
1773
$270K ﹤0.01%
11,051
-174
1774
$270K ﹤0.01%
10,448
-12,162
1775
$268K ﹤0.01%
5,488
+353
69 70
71
72 73