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
1776
$267K ﹤0.01%
+5,985
1777
$267K ﹤0.01%
5,181
+170
1778
$266K ﹤0.01%
4,359
+15
1779
$265K ﹤0.01%
7,205
-801
1780
$264K ﹤0.01%
+7,303
1781
$264K ﹤0.01%
+6,672
1782
$264K ﹤0.01%
32,539
+4,062
1783
$264K ﹤0.01%
7,382
-461
1784
$263K ﹤0.01%
3,932
+169
1785
$263K ﹤0.01%
+9,580
1786
$263K ﹤0.01%
7,993
+154
1787
$263K ﹤0.01%
3,233
+1,684
1788
$262K ﹤0.01%
21,488
+1,015
1789
$262K ﹤0.01%
2,548
-334
1790
$262K ﹤0.01%
18,525
+977
1791
$262K ﹤0.01%
+105
1792
$262K ﹤0.01%
2,512
+289
1793
$262K ﹤0.01%
6,242
+229
1794
$261K ﹤0.01%
12,451
-60
1795
$260K ﹤0.01%
6,134
+655
1796
$260K ﹤0.01%
6,083
-391
1797
$260K ﹤0.01%
10,315
+355
1798
$260K ﹤0.01%
4,330
+189
1799
$260K ﹤0.01%
+4,016
1800
$260K ﹤0.01%
25,722
70 71
72
73 74