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
176
$13.2M 0.14%
400,498
+30,658
177
$13.1M 0.14%
109,593
+2,051
178
$13.1M 0.13%
582,566
+104,808
179
$13M 0.13%
160,327
+11,159
180
$12.9M 0.13%
353,861
+45,614
181
$12.9M 0.13%
837,757
+134,122
182
$12.8M 0.13%
1,178,187
+111,027
183
$12.8M 0.13%
290,547
+31,119
184
$12.8M 0.13%
571,239
+119,265
185
$12.7M 0.13%
57,105
+5,863
186
$12.7M 0.13%
220,568
+17,597
187
$12.6M 0.13%
243,069
+22,310
188
$12.6M 0.13%
129,584
+8,079
189
$12.5M 0.13%
353,050
+25,886
190
$12.5M 0.13%
1,676,998
+72,450
191
$12.5M 0.13%
187,645
+85,484
192
$12.4M 0.13%
288,613
+35,883
193
$12.4M 0.13%
1,455,790
+528,888
194
$12.3M 0.13%
213,240
-12,948
195
$12.3M 0.13%
182,035
+31,299
196
$12.3M 0.13%
157,272
+12,083
197
$12.2M 0.13%
582,585
+110,389
198
$12.2M 0.13%
670,744
+358,248
199
$12.2M 0.13%
65,917
+21,946
200
$12.1M 0.13%
558,106
+19,873
6 7
8
9 10