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
1976
$166K ﹤0.01%
12,071
-5,064
1977
$165K ﹤0.01%
10,274
-5,393
1978
$164K ﹤0.01%
+14,263
1979
$164K ﹤0.01%
12,786
+178
1980
$163K ﹤0.01%
+481
1981
$161K ﹤0.01%
12,215
-2,561
1982
$161K ﹤0.01%
10,946
-2
1983
$160K ﹤0.01%
10,264
1984
$158K ﹤0.01%
2,537
+443
1985
$157K ﹤0.01%
+11,152
1986
$156K ﹤0.01%
1,063
+47
1987
$156K ﹤0.01%
67,531
-4,906
1988
$155K ﹤0.01%
34,193
1989
$153K ﹤0.01%
12,871
+2,419
1990
$153K ﹤0.01%
2,608
+59
1991
$150K ﹤0.01%
7,830
+8
1992
$147K ﹤0.01%
25,061
+2,857
1993
$146K ﹤0.01%
11,795
-1,352
1994
$146K ﹤0.01%
+16,586
1995
$143K ﹤0.01%
+10,742
1996
$140K ﹤0.01%
14,436
+2,249
1997
$137K ﹤0.01%
+10,370
1998
$135K ﹤0.01%
13,183
+1,690
1999
$133K ﹤0.01%
4,417
-68
2000
$132K ﹤0.01%
29,543
+3,054
78 79
80
81 82