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
1876
$228K ﹤0.01%
+9,322
1877
$227K ﹤0.01%
3,412
+19
1878
$227K ﹤0.01%
+6,002
1879
$227K ﹤0.01%
11,916
+1,833
1880
$226K ﹤0.01%
3,751
+316
1881
$226K ﹤0.01%
12,389
-43
1882
$226K ﹤0.01%
+10,471
1883
$225K ﹤0.01%
+2,700
1884
$224K ﹤0.01%
19,789
-441
1885
$224K ﹤0.01%
4,401
+263
1886
$223K ﹤0.01%
+10,622
1887
$222K ﹤0.01%
9,816
-15
1888
$222K ﹤0.01%
16,605
-215
1889
$221K ﹤0.01%
+11,743
1890
$220K ﹤0.01%
+2,202
1891
$220K ﹤0.01%
+2,694
1892
$220K ﹤0.01%
7,913
-183
1893
$220K ﹤0.01%
18,178
+5,926
1894
$220K ﹤0.01%
+42,878
1895
$219K ﹤0.01%
22,736
+5,079
1896
$219K ﹤0.01%
11,461
-546
1897
$219K ﹤0.01%
22,546
+506
1898
$218K ﹤0.01%
4,985
+86
1899
$218K ﹤0.01%
15,861
-3,549
1900
$216K ﹤0.01%
+4,472
74 75
76
77 78