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
1976
$67K ﹤0.01%
13,251
1977
$65K ﹤0.01%
2,028
-10,350
1978
$64K ﹤0.01%
1,732
+9
1979
$61K ﹤0.01%
2,949
-1,203
1980
$60K ﹤0.01%
301
+56
1981
$57K ﹤0.01%
963
-57
1982
$56K ﹤0.01%
11,164
+77
1983
$56K ﹤0.01%
17,817
+3,266
1984
$54K ﹤0.01%
2,605
+223
1985
$50K ﹤0.01%
+11,755
1986
– –
0
1987
$50K ﹤0.01%
17,672
-4,383
1988
$49K ﹤0.01%
15,305
1989
$46K ﹤0.01%
+2,852
1990
$45K ﹤0.01%
16,891
+4,878
1991
$39K ﹤0.01%
8,287
+2,133
1992
$38K ﹤0.01%
342
-589
1993
$38K ﹤0.01%
20,093
-3,000
1994
$30K ﹤0.01%
2,838
-275
1995
$29K ﹤0.01%
+2,008
1996
$25K ﹤0.01%
+322
1997
$22K ﹤0.01%
2,275
-1,030
1998
$22K ﹤0.01%
11,066
-2,379
1999
$22K ﹤0.01%
2,090
-934
2000
$20K ﹤0.01%
+1,004
78 79
80
81 82