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
1826
$246K ﹤0.01%
+2,352
1827
$246K ﹤0.01%
5,780
-1,462
1828
$245K ﹤0.01%
+5,867
1829
$244K ﹤0.01%
+9,300
1830
$244K ﹤0.01%
+6,573
1831
$244K ﹤0.01%
+11,467
1832
$244K ﹤0.01%
6,259
-56
1833
$243K ﹤0.01%
+276
1834
$243K ﹤0.01%
2,790
-64
1835
$243K ﹤0.01%
12,378
-206
1836
$243K ﹤0.01%
+13,615
1837
$243K ﹤0.01%
39,194
+1,164
1838
$242K ﹤0.01%
14,290
+1,557
1839
$241K ﹤0.01%
6,660
+204
1840
$241K ﹤0.01%
19,138
+3,258
1841
$241K ﹤0.01%
+3,291
1842
$241K ﹤0.01%
+9,750
1843
$241K ﹤0.01%
34,707
+5,489
1844
$241K ﹤0.01%
16,875
+2,542
1845
$240K ﹤0.01%
17,599
+772
1846
$239K ﹤0.01%
+10,125
1847
$239K ﹤0.01%
+8,310
1848
$238K ﹤0.01%
15,454
+764
1849
$238K ﹤0.01%
+8,740
1850
$238K ﹤0.01%
10,136
+219
72 73
74
75 76