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
1926
$135K ﹤0.01%
24,422
-12,770
1927
$133K ﹤0.01%
+10,949
1928
$133K ﹤0.01%
+317
1929
$128K ﹤0.01%
+14,291
1930
$124K ﹤0.01%
11,002
+182
1931
$124K ﹤0.01%
14,419
+3,152
1932
$122K ﹤0.01%
7,865
+2,838
1933
$121K ﹤0.01%
44,692
+422
1934
$119K ﹤0.01%
+10,289
1935
$118K ﹤0.01%
6,656
+1,775
1936
$116K ﹤0.01%
57,837
+3,945
1937
$113K ﹤0.01%
+10,509
1938
$111K ﹤0.01%
42,279
+1,906
1939
$111K ﹤0.01%
+10,742
1940
$108K ﹤0.01%
57,568
-17,405
1941
$108K ﹤0.01%
+12,559
1942
$108K ﹤0.01%
21,943
+4,312
1943
$107K ﹤0.01%
24,476
-14,172
1944
$105K ﹤0.01%
17,555
+597
1945
$100K ﹤0.01%
+11,643
1946
$99K ﹤0.01%
1,494
+83
1947
$99K ﹤0.01%
12,195
-8,250
1948
$97K ﹤0.01%
+11,826
1949
$97K ﹤0.01%
11,274
+95
1950
$95K ﹤0.01%
+10,311
76 77
78
79 80