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
1851
$206K ﹤0.01%
41,527
-3,459
1852
$205K ﹤0.01%
15,773
-4,097
1853
$204K ﹤0.01%
+497
1854
$204K ﹤0.01%
5,846
-271
1855
$204K ﹤0.01%
3,030
+141
1856
$204K ﹤0.01%
7,642
+944
1857
$203K ﹤0.01%
+8,896
1858
$203K ﹤0.01%
17,708
+2,928
1859
$203K ﹤0.01%
7,703
+36
1860
$203K ﹤0.01%
+8,867
1861
$202K ﹤0.01%
6,338
-949
1862
$202K ﹤0.01%
+4,586
1863
$202K ﹤0.01%
282
-238
1864
$201K ﹤0.01%
+6,716
1865
$200K ﹤0.01%
27,795
-5,817
1866
$200K ﹤0.01%
10,482
+2,227
1867
$199K ﹤0.01%
30,385
+1,165
1868
$199K ﹤0.01%
13,518
+3,135
1869
$198K ﹤0.01%
+13,045
1870
$198K ﹤0.01%
+10,606
1871
$197K ﹤0.01%
12,355
+272
1872
$197K ﹤0.01%
+10,797
1873
$197K ﹤0.01%
17,289
+998
1874
$194K ﹤0.01%
+10,102
1875
$192K ﹤0.01%
28,073
-479
73 74
75
76 77