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
201
$12.1M 0.12%
180,853
+5,261
202
$12M 0.12%
104,476
+7,770
203
$11.9M 0.12%
310,907
+18,383
204
$11.9M 0.12%
118,195
+5,963
205
$11.9M 0.12%
117,079
+4,137
206
$11.8M 0.12%
202,054
+20,888
207
$11.6M 0.12%
150,653
+8,818
208
$11.6M 0.12%
294,945
+9,576
209
$11.5M 0.12%
939,783
-49,538
210
$11.5M 0.12%
92,155
+7,873
211
$11.5M 0.12%
1,448,152
+118,024
212
$11.5M 0.12%
176,552
+4,402
213
$11.4M 0.12%
321,091
+75,476
214
$11.4M 0.12%
84,834
+13,620
215
$11.4M 0.12%
698,904
+52,208
216
$11.4M 0.12%
118,640
-235
217
$11.3M 0.12%
90,648
+2,811
218
$11.3M 0.12%
147,250
-21,219
219
$11.2M 0.12%
295,904
+38,413
220
$11.2M 0.12%
343,982
+24,350
221
$11.2M 0.12%
98,823
+7,987
222
$11M 0.11%
262,857
-362
223
$11M 0.11%
324,290
+5,933
224
$10.9M 0.11%
1,019,918
+89,322
225
$10.9M 0.11%
85,946
+2,788
7 8
9
10 11