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
1851
$238K ﹤0.01%
13,409
+1,652
1852
$237K ﹤0.01%
3,629
-55
1853
$237K ﹤0.01%
+4,732
1854
$237K ﹤0.01%
17,983
+3,124
1855
$236K ﹤0.01%
+7,891
1856
$236K ﹤0.01%
+9,706
1857
$235K ﹤0.01%
4,773
-207
1858
$235K ﹤0.01%
7,545
+265
1859
$235K ﹤0.01%
+9,394
1860
$235K ﹤0.01%
+4,002
1861
$235K ﹤0.01%
6,562
+454
1862
$235K ﹤0.01%
+12,789
1863
$233K ﹤0.01%
5,980
+48
1864
$233K ﹤0.01%
20,114
+2,269
1865
$233K ﹤0.01%
15,947
-3,260
1866
$233K ﹤0.01%
6,344
+418
1867
$232K ﹤0.01%
+8,167
1868
$231K ﹤0.01%
7,953
+164
1869
$230K ﹤0.01%
27,198
+6,567
1870
$229K ﹤0.01%
13,142
+1,480
1871
$229K ﹤0.01%
+7,786
1872
$229K ﹤0.01%
+6,199
1873
$229K ﹤0.01%
3,380
+92
1874
$228K ﹤0.01%
+14,371
1875
$228K ﹤0.01%
4,651
+15
73 74
75
76 77