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
1901
$167K ﹤0.01%
528
-7
1902
$166K ﹤0.01%
+10,393
1903
$165K ﹤0.01%
20,598
+9,709
1904
$163K ﹤0.01%
+26,647
1905
$162K ﹤0.01%
14,018
+398
1906
$161K ﹤0.01%
11,680
-412
1907
$161K ﹤0.01%
25,400
+1,219
1908
$161K ﹤0.01%
16,436
-926
1909
$160K ﹤0.01%
28,021
-1,635
1910
$157K ﹤0.01%
10,643
+310
1911
$153K ﹤0.01%
+22,679
1912
$150K ﹤0.01%
13,084
+2,533
1913
$150K ﹤0.01%
+11,541
1914
$149K ﹤0.01%
32,045
+9,454
1915
$148K ﹤0.01%
12,088
-9
1916
$148K ﹤0.01%
+10,920
1917
$147K ﹤0.01%
12,889
-287
1918
$145K ﹤0.01%
+12,423
1919
$145K ﹤0.01%
+15,402
1920
$143K ﹤0.01%
14,947
+2,536
1921
$142K ﹤0.01%
10,213
-4,786
1922
$141K ﹤0.01%
22,163
+88
1923
$141K ﹤0.01%
800
+216
1924
$138K ﹤0.01%
+12,635
1925
$138K ﹤0.01%
11,025
-1,084
75 76
77
78 79