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
1801
$222K ﹤0.01%
11,934
1802
$222K ﹤0.01%
5,212
+122
1803
$222K ﹤0.01%
+3,218
1804
$222K ﹤0.01%
12,208
+1,535
1805
$221K ﹤0.01%
18,078
+2,501
1806
$221K ﹤0.01%
4,285
+347
1807
$220K ﹤0.01%
7,373
-2,658
1808
$220K ﹤0.01%
+5,794
1809
$219K ﹤0.01%
7,937
-163
1810
$219K ﹤0.01%
10,886
+169
1811
$219K ﹤0.01%
3,173
+14
1812
$218K ﹤0.01%
3,761
+136
1813
$218K ﹤0.01%
+10,547
1814
$217K ﹤0.01%
5,471
+1,240
1815
$217K ﹤0.01%
12,326
-4,315
1816
$217K ﹤0.01%
+5,259
1817
$216K ﹤0.01%
4,512
-31
1818
$216K ﹤0.01%
6,507
+55
1819
$216K ﹤0.01%
15,653
+2,841
1820
$216K ﹤0.01%
17,305
+306
1821
$214K ﹤0.01%
+3,680
1822
$214K ﹤0.01%
+9,459
1823
$214K ﹤0.01%
18,490
-2,635
1824
$213K ﹤0.01%
5,922
-260
1825
$213K ﹤0.01%
+6,216
71 72
73
74 75