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
1926
$204K ﹤0.01%
+3,071
1927
$204K ﹤0.01%
15,954
1928
$204K ﹤0.01%
23,323
-1,490
1929
$203K ﹤0.01%
94,210
+5,181
1930
$203K ﹤0.01%
+6,312
1931
$203K ﹤0.01%
31,286
+4,853
1932
$203K ﹤0.01%
20,236
-1,844
1933
$203K ﹤0.01%
5,113
-747
1934
$203K ﹤0.01%
+8,810
1935
$202K ﹤0.01%
+7,538
1936
$202K ﹤0.01%
+6,794
1937
$201K ﹤0.01%
+8,989
1938
$201K ﹤0.01%
+693
1939
$201K ﹤0.01%
6,342
-15,558
1940
$200K ﹤0.01%
+5,489
1941
$200K ﹤0.01%
+3,448
1942
$199K ﹤0.01%
+13,431
1943
$199K ﹤0.01%
10,670
-4,897
1944
$198K ﹤0.01%
15,276
+3,888
1945
$198K ﹤0.01%
11,289
+1,072
1946
$198K ﹤0.01%
20,298
-37,204
1947
$195K ﹤0.01%
+11,384
1948
$193K ﹤0.01%
17,163
+5,989
1949
$193K ﹤0.01%
13,780
+1,185
1950
$192K ﹤0.01%
+12,395
76 77
78
79 80