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
176
$18.5M 0.13%
1,192,175
+99,419
177
$18.5M 0.13%
259,385
-8,671
178
$18.5M 0.13%
559,576
-23,498
179
$18.3M 0.13%
336,262
+7,980
180
$18.3M 0.13%
10,677,720
+909,840
181
$18.3M 0.13%
481,188
-47,635
182
$18M 0.13%
260,793
+22,503
183
$17.9M 0.13%
415,368
+15,718
184
$17.9M 0.13%
9,823,525
-196,811
185
$17.8M 0.13%
136,871
+3,416
186
$17.7M 0.13%
150,509
+4,059
187
$17.4M 0.13%
752,182
+102,010
188
$17.3M 0.13%
265,043
+9,803
189
$17.3M 0.12%
726,516
-53,286
190
$17.1M 0.12%
181,980
+68,237
191
$17.1M 0.12%
22,282
-49
192
$17.1M 0.12%
195,352
+27,459
193
$17.1M 0.12%
234,225
-7,155
194
$17.1M 0.12%
141,185
+13,584
195
$16.9M 0.12%
979,990
+111,180
196
$16.9M 0.12%
226,887
+26,317
197
$16.8M 0.12%
155,544
+4,656
198
$16.7M 0.12%
181,299
+18,123
199
$16.6M 0.12%
388,542
+12,564
200
$16.6M 0.12%
125,693
+7,220
6 7
8
9 10