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
1826
$213K ﹤0.01%
+3,039
1827
$212K ﹤0.01%
9,690
-19,908
1828
$212K ﹤0.01%
+10,620
1829
$212K ﹤0.01%
3,712
-1,674
1830
$212K ﹤0.01%
+3,892
1831
$212K ﹤0.01%
11,008
-16
1832
$211K ﹤0.01%
2,483
+226
1833
$210K ﹤0.01%
13,347
+1,409
1834
$210K ﹤0.01%
2,775
-2
1835
$209K ﹤0.01%
+34,228
1836
$208K ﹤0.01%
+9,663
1837
$208K ﹤0.01%
+4,054
1838
$208K ﹤0.01%
+6,317
1839
$208K ﹤0.01%
+3,040
1840
$208K ﹤0.01%
+11,227
1841
$208K ﹤0.01%
+12,634
1842
$207K ﹤0.01%
7,987
-114
1843
$207K ﹤0.01%
34,476
+3,263
1844
$207K ﹤0.01%
3,136
-437
1845
$207K ﹤0.01%
+5,902
1846
$207K ﹤0.01%
2,956
+70
1847
$206K ﹤0.01%
8,154
-1,217
1848
$206K ﹤0.01%
7,671
-83
1849
$206K ﹤0.01%
15,992
-9,384
1850
$206K ﹤0.01%
+11,133
72 73
74
75 76