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
1776
$234K ﹤0.01%
13,990
+3,533
1777
$233K ﹤0.01%
4,815
+555
1778
$232K ﹤0.01%
3,427
+591
1779
$232K ﹤0.01%
8,436
+387
1780
$232K ﹤0.01%
4,998
+23
1781
$232K ﹤0.01%
2,025
+187
1782
$231K ﹤0.01%
8,742
+488
1783
$231K ﹤0.01%
561
+76
1784
$230K ﹤0.01%
+5,047
1785
$230K ﹤0.01%
+15,195
1786
$230K ﹤0.01%
25,698
-725
1787
$228K ﹤0.01%
6,810
+971
1788
$228K ﹤0.01%
7,736
+1,011
1789
$227K ﹤0.01%
12,176
-536
1790
$226K ﹤0.01%
33,581
+21,422
1791
$225K ﹤0.01%
4,117
1792
$225K ﹤0.01%
+7,510
1793
$225K ﹤0.01%
11,593
+1,890
1794
$225K ﹤0.01%
3,327
+231
1795
$224K ﹤0.01%
5,983
+444
1796
$224K ﹤0.01%
13,846
+2,284
1797
$224K ﹤0.01%
10,378
+466
1798
$223K ﹤0.01%
+5,082
1799
$223K ﹤0.01%
938
+4
1800
$223K ﹤0.01%
7,110
-360
70 71
72
73 74