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
1801
$260K ﹤0.01%
10,386
+863
1802
$259K ﹤0.01%
9,200
+465
1803
$259K ﹤0.01%
15,218
+264
1804
$258K ﹤0.01%
18,616
+25
1805
$257K ﹤0.01%
12,584
+360
1806
$257K ﹤0.01%
+10,998
1807
$257K ﹤0.01%
15,590
+2,376
1808
$256K ﹤0.01%
3,183
+84
1809
$256K ﹤0.01%
13,838
+872
1810
$254K ﹤0.01%
17,140
1811
$254K ﹤0.01%
12,476
+1,112
1812
$254K ﹤0.01%
30,662
+6,844
1813
$254K ﹤0.01%
9,164
+794
1814
$254K ﹤0.01%
14,520
+317
1815
$252K ﹤0.01%
1,787
+284
1816
$251K ﹤0.01%
19,837
+4,285
1817
$250K ﹤0.01%
19,514
+6,015
1818
$250K ﹤0.01%
11,578
+138
1819
$250K ﹤0.01%
6,360
+662
1820
$248K ﹤0.01%
8,200
+151
1821
$248K ﹤0.01%
5,360
+3,728
1822
$248K ﹤0.01%
26,934
+1,336
1823
$247K ﹤0.01%
12,193
+293
1824
$247K ﹤0.01%
11,088
-1,458
1825
$246K ﹤0.01%
27,472
+171
71 72
73
74 75