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
2001
$131K ﹤0.01%
11,817
-115
2002
$131K ﹤0.01%
12,028
2003
$130K ﹤0.01%
11,836
+169
2004
$128K ﹤0.01%
23,311
-988
2005
$127K ﹤0.01%
+13,890
2006
$124K ﹤0.01%
+10,352
2007
$123K ﹤0.01%
22,346
+7,249
2008
$123K ﹤0.01%
18,642
+1,341
2009
$121K ﹤0.01%
3,284
+176
2010
$121K ﹤0.01%
+10,761
2011
$117K ﹤0.01%
14,041
+479
2012
$114K ﹤0.01%
5,808
+135
2013
$114K ﹤0.01%
22,867
+2,851
2014
$113K ﹤0.01%
10,076
-4,411
2015
$113K ﹤0.01%
24,064
-3,550
2016
$112K ﹤0.01%
12,537
+1,315
2017
$111K ﹤0.01%
16,494
+1,978
2018
$111K ﹤0.01%
14,929
+1,128
2019
$110K ﹤0.01%
3,560
-54
2020
$105K ﹤0.01%
12,412
+558
2021
$104K ﹤0.01%
10,905
-5,927
2022
$104K ﹤0.01%
5,920
-1,854
2023
$101K ﹤0.01%
+10,703
2024
$94K ﹤0.01%
26,880
2025
$92K ﹤0.01%
17,039
-2,483
79 80
81
82 83