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
1951
$192K ﹤0.01%
+11,434
1952
$192K ﹤0.01%
16,391
+2,224
1953
$191K ﹤0.01%
12,048
-7,638
1954
$190K ﹤0.01%
45,078
-423
1955
$190K ﹤0.01%
11,029
+532
1956
$188K ﹤0.01%
+10,704
1957
$188K ﹤0.01%
3,737
+664
1958
$187K ﹤0.01%
13,466
+3,120
1959
$186K ﹤0.01%
17,353
+450
1960
$186K ﹤0.01%
720
-910
1961
$185K ﹤0.01%
12,582
-1,991
1962
$182K ﹤0.01%
21,283
-6
1963
$182K ﹤0.01%
18,125
+2,341
1964
$181K ﹤0.01%
18,837
-904
1965
$178K ﹤0.01%
103,905
+13,765
1966
$178K ﹤0.01%
29,169
+1,004
1967
$177K ﹤0.01%
16,984
+1,401
1968
$176K ﹤0.01%
13,125
+1,105
1969
$175K ﹤0.01%
23,807
+1,382
1970
$173K ﹤0.01%
+732
1971
$172K ﹤0.01%
21,399
+4,643
1972
$172K ﹤0.01%
12,153
+735
1973
$172K ﹤0.01%
13,257
+1,545
1974
$167K ﹤0.01%
+16,269
1975
$166K ﹤0.01%
+11,719
77 78
79
80 81