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
2026
$89K ﹤0.01%
+21,706
2027
$88K ﹤0.01%
+11,882
2028
$87K ﹤0.01%
+1,372
2029
$86K ﹤0.01%
12,394
+2,341
2030
$85K ﹤0.01%
+19,984
2031
$77K ﹤0.01%
5,279
+538
2032
$68K ﹤0.01%
11,292
-37,723
2033
$65K ﹤0.01%
+583
2034
$64K ﹤0.01%
10,054
-657
2035
$63K ﹤0.01%
+10,616
2036
$63K ﹤0.01%
+17,329
2037
$62K ﹤0.01%
13,353
-13,796
2038
$58K ﹤0.01%
+10,959
2039
$55K ﹤0.01%
1,035
-111
2040
$54K ﹤0.01%
21,724
2041
$53K ﹤0.01%
581
+257
2042
$49K ﹤0.01%
1,184
+128
2043
$48K ﹤0.01%
+786
2044
$47K ﹤0.01%
2,551
-1,492
2045
$44K ﹤0.01%
2,433
-1,375
2046
$44K ﹤0.01%
1,315
2047
$42K ﹤0.01%
503
-8,567
2048
$37K ﹤0.01%
865
2049
$34K ﹤0.01%
+10,844
2050
$33K ﹤0.01%
+10,679
80 81
82
83 84