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
1901
$216K ﹤0.01%
11,723
-111
1902
$216K ﹤0.01%
43,867
+4,711
1903
$215K ﹤0.01%
29,592
+4,445
1904
$213K ﹤0.01%
14,444
+375
1905
$213K ﹤0.01%
+3,550
1906
$213K ﹤0.01%
14,846
+994
1907
$212K ﹤0.01%
+4,739
1908
$212K ﹤0.01%
+4,538
1909
$211K ﹤0.01%
+7,143
1910
$211K ﹤0.01%
7,282
+191
1911
$210K ﹤0.01%
+8,260
1912
$210K ﹤0.01%
17,587
+4,734
1913
$210K ﹤0.01%
+3,501
1914
$210K ﹤0.01%
+11,659
1915
$210K ﹤0.01%
9,067
1916
$209K ﹤0.01%
+4,265
1917
$209K ﹤0.01%
+8,692
1918
$208K ﹤0.01%
19,233
+1,715
1919
$206K ﹤0.01%
6,832
+105
1920
$206K ﹤0.01%
26,506
-14,283
1921
$206K ﹤0.01%
2,248
-15
1922
$206K ﹤0.01%
25,158
+1,896
1923
$206K ﹤0.01%
4,151
+87
1924
$205K ﹤0.01%
+9,111
1925
$205K ﹤0.01%
+5,702
75 76
77
78 79